Trevor R. Cross

GPS INVESTMENTS

SCOTTSDALE, AZ 85258

Some features on this profile are disabled

CRD#: 6977085

Professional summary

Trevor Robert Cross is a registered financial advisor currently at GPS INVESTMENTS located in Scottsdale, Arizona and FORTUNE FINANCIAL SERVICES, INC. located in Scottsdale, Arizona.

Trevor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Trevor has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) Trevor Cross is dually registered with Global Portfolio Solutions, Inc. ("GPS Investments") and Fortune Financial Services, Inc. Mr. Cross has served as an investment advisor representative with GPS Investments since 11/2024 and as a registered representative with Fortune Financial Services, 09/02/2025. Business is conducted from 7702 East Doubletree Ranch Road, Scottsdale, AZ 85258. Approximately 90% of Mr. Cross' time is for services as an investment advisor representative and the balance as a registered representative. Broker/Dealer affiliation with Fortune Financial Services, Inc. 2) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Robert Cross's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 2, 2024 - Present

GPS INVESTMENTS

Office #1: 7702 East Doubletree Ranch Road Suite 300, Scottsdale, AZ 85258

RIA

CRD#: 333381

SCOTTSDALE, AZ

Current

September 2, 2025 - Present

FORTUNE FINANCIAL SERVICES, INC.

Office #1: 7702 East Doubletree Ranch Road Suite 300, Scottsdale, AZ 85258

CRD#: 42150

Scottsdale, AZ

Past

March 26, 2021 - December 19, 2024

MUTUAL ADVISORS, LLC

RIA

CRD#: 167658

Scottsdale, AZ

Past

March 12, 2021 - September 2, 2025

MUTUAL SECURITIES, INC.

CRD#: 13092

Scottsdale, AZ

Past

July 24, 2019 - March 15, 2021

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

SCOTTSDALE, AZ

Past

March 15, 2019 - March 15, 2021

MML INVESTORS SERVICES, LLC

CRD#: 10409

SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GPS INVESTMENTS

GLOBAL PORTFOLIO SOLUTIONS, INC. | GPS INVESTMENTS

CRD#: 333381 / SEC#: 801-131396

RIA

Registered Investment Advisory firm - (11/5/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Arizona
(12/2/2024)

Arizona
(9/2/2025)

California
(9/2/2025)

Colorado
(9/2/2025)

Florida
(9/2/2025)

Illinois
(9/2/2025)

South Dakota
(9/2/2025)

IAR

Texas
(3/6/2025)

Texas
(9/2/2025)

Virginia
(9/2/2025)

Wisconsin
(9/2/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/26/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/15/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/28/2018

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

GPS INVESTMENTS

GLOBAL PORTFOLIO SOLUTIONS, INC. | GPS INVESTMENTS

CRD#: 333381 / SEC#: 801-131396

RIA

Registered Investment Advisory firm - (11/5/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7702 East Doubletree Ranch Road Suite 300, Scottsdale, AZ 85258

Mailing Address

Phone number

(602) 558-1211

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GPS INVESTMENTS DISCLOSURE BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts	192
AUM (Assets Under Management)	$ 124,014,243

Red Flags

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

Joseph Di Vito

RBC CAPITAL MARKETS, LLC

IAR

Scottsdale, AZ

Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Tucson, AZ

Timothy Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Scottsdale, AZ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Trevor R. Cross

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Robert Cross's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTUNE FINANCIAL SERVICES, INC.

MUTUAL ADVISORS, LLC

MUTUAL SECURITIES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

GPS INVESTMENTS

State Registrations and Notice Filings

Exams

Series 66

Date: 6/26/2019

Series 7TO

Date: 3/15/2019

SIE

Date: 11/28/2018

FINRA

Current Firm

GPS INVESTMENTS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GPS INVESTMENTS

TRUST BUT VERIFY

Similar Advisors