How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Terry

ADVISOR PROFILE

1. CROSS WEALTH MANAGEMENT, INC POSITION: President/Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/12/2005 ADDRESS: 2619 Northridge Parkway, Ames IA 50014, United States DESCRIPTION: Fixed annuities, disability insurance, health insurance, life insurance, employee benefits and long-term care insurance. 2. STC HOLDINGS, LLC POSITION: Member/owner NATURE: LLC investing in commercial office real estate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2021 ADDRESS: 2619 Northridge Parkway, Ames IA 50010, United States DESCRIPTION: Real Estate owner.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Terry Dean Cross

Experience: 36 years / 11 firms

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