John Cross, financial advisor Ventura CA
93 score

John Cross

CRD Number: 5886949
Current Firm: Fisher Investments

John Cross (CRD# 5886949) is an Investment Advisor Representative working at Fisher Investments in Ventura, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fisher Investments Woodside, CA Feb 2007 - Current 9
Firstline Security Orem, UT May 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for John C. Cross
Phone Number: 800-851-8845
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    65,442
    MILLIONS
  • Total Number of Accounts
    57,982
    ACCOUNTS
  • Average Account Value
    $1,128,654
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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