Billy Cross
Billy Cross is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Houston, TX, with 34 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Houston, TX
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Billy is an owner/partner of a business entity, but spends minimal time on it. He also works as an advisory representative of a Registered Investment Advisor, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Aig Capital Services, INC.Broker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Aig Capital Services, INC.Broker
Next Financial Group, INC.Broker
Next Financial Group, INC.
Bok Financial Advisors
Bosc, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Cross Investment Management, LLC
Tig Capital Securities CO.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
John M. Sorensen & CO., INC.Broker
American Capital Equities, INC.Broker
Olde Discount CorporationBroker
Painewebber IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.