Trevor Ray Cross
Professional Summary
Trevor Ray Cross, who also goes by Trevor Cross, was a registered financial advisor. Trevor was registered as a RR (Registered Representative) and started their career in finance in 2007. Trevor had worked at 5 firms and has passed the Series 66, Series 52TO, Series 50, SIE, Series 7, Series 54, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Trevor Cross
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 50 — Municipal Advisor Representative Qualification Exam
Passed Dec 2019About the Series 50 examSeries 54 — Municipal Advisor Principal Qualification Examination
Passed Jan 2022About the Series 54 examSRO Registrations
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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