Bob R. Cross
Professional summary
Bob Ray Cross, who also goes by Bob R Cross, is a registered financial advisor currently at USI ADVISORS located in Knoxville, Tennessee and USI SECURITIES, INC. located in Knoxville, Tennessee.
Bob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Bob has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bob Ray Cross's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 15, 2003 - Present
USI ADVISORS
Office #1: 900 South Gay Street, Knoxville, TN 37902January 4, 1999 - Present
USI SECURITIES, INC.
Office #1: 900 South Gay Street Ste 1796, Knoxville, TN 37902April 27, 1998 - December 31, 1998
COMMONWEALTH FINANCIAL NETWORK
March 24, 1997 - April 7, 1998
SECURITIES SERVICE NETWORK, LLC
December 10, 1996 - March 24, 1997
IFG NETWORK SECURITIES, INC.
May 31, 1996 - December 11, 1996
BUCKHEAD FINANCIAL CORPORATION
December 22, 1993 - May 14, 1996
CBL EQUITIES, INC.
Primary Firm SEC Registration
USI ADVISORS
CRD#: 108113 / SEC#: 801-56622
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/4/1999)
(1/3/2005)
(2/1/2005)
(1/19/1999)
(1/2/2015)
(1/19/1999)
(7/23/2004)
(1/22/2009)
(1/19/1999)
(3/3/2023)
(1/4/1999)
(1/27/2004)
(5/1/2001)
(1/15/2003)
(6/13/2001)
(4/26/2016)
(2/13/2003)
Exams
FINRA
Current Firm
USI ADVISORS
CRD#: 108113 / SEC#: 801-56622
Contact information
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,346 |
| AUM (Assets Under Management) | $ 48,864,913,348 |
Red Flags
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