Steven Cross (CRD# 1131678) is an Investment Advisor Representative working at Lifemark Securities Corp. in Ocala, FL and has over 37 years of experience in the finance industry.
CRD# 2882852
Pnc Investments
CRD# 6436659
J.p. Morgan Securities LLC
CRD# 5926598
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifemark Securities Corp. | Rochester, NY | Nov 2018 - Current | 5 |
| Independent Insurance Agent | Marietta, GA | Oct 1985 - Current | 38 |
| Foresters Equity Services, Inc. | San Diego, CA | Jan 2016 - Oct 2018 | 2 |
| Kovack Advisors, Inc. | Fort Lauderdale, FL | Jan 2015 - Dec 2015 | < 1 |
| Kovack Securities Inc. | Ft. Lauderdale, FL | Oct 2014 - Dec 2015 | 1 |
| Resource Horizons Investment Advisory | Marietta, GA | Feb 2013 - Dec 2014 | 1 |
| Resource Horizons Group. LLC | Marietta, GA | Feb 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1986 |
- GA
-
Total Assets Under Management246MILLIONS
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Total Number of Accounts1,231ACCOUNTS
-
Average Account Value$199,925
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
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