Timothy Cross
Professional Summary
Timothy Cross, who also goes by Timothy Nmn Cross, is a registered financial advisor currently at ALTIOR CAPITAL located in Windermere, Florida. Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Timothy has worked at 2 firms and has passed the Series 65, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Timothy Nmn Cross
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
RBC CAPITAL MARKETS, LLC
PACKERLAND BROKERAGE SERVICES, INC.
PORTUS WEALTH ADVISORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
RBC CAPITAL MARKETS, LLC
PACKERLAND BROKERAGE SERVICES, INC.
PORTUS WEALTH ADVISORS, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
RBC CAPITAL MARKETS, LLC
PACKERLAND BROKERAGE SERVICES, INC.
PORTUS WEALTH ADVISORS, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
RBC CAPITAL MARKETS, LLC
PACKERLAND BROKERAGE SERVICES, INC.
PORTUS WEALTH ADVISORS, LLC
Years of Experience
14 years in the financial services industry
Current & Past Employments
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
RBC CAPITAL MARKETS, LLC
PACKERLAND BROKERAGE SERVICES, INC.
PORTUS WEALTH ADVISORS, LLC
Current Firm
ALTIOR CAPITAL | ALTIOR CAPITAL MANAGEMENT LP | ALTIOR CAPITAL MANAGEMENT LLC
Contact Information
Main Address
480 N. Orlando Avenue Suite 236, Winter Park, FL 32789Phone Number
(321) 335-2555# of Employees
1Regulatory Assets Under Management
Total Number of Accounts
146AUM (Assets Under Management)
$45,617,642Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
RBC CAPITAL MARKETS, LLC
PACKERLAND BROKERAGE SERVICES, INC.
PORTUS WEALTH ADVISORS, LLC
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
RBC CAPITAL MARKETS, LLC
PACKERLAND BROKERAGE SERVICES, INC.
PORTUS WEALTH ADVISORS, LLC
State Registrations and Notice Filings
(12/6/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
RBC CAPITAL MARKETS, LLC
PACKERLAND BROKERAGE SERVICES, INC.
PORTUS WEALTH ADVISORS, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Cross's CRS (Customer Relationship Summary).
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
RBC CAPITAL MARKETS, LLC
PACKERLAND BROKERAGE SERVICES, INC.
PORTUS WEALTH ADVISORS, LLC
