David Cross
David Cross is a registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 35 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338
Get directionsHistory
Regulatory History (5)
Customer Dispute
September 2024Employment Separation After Allegations
May 2016Customer Dispute
January 2011Customer Dispute
February 2008Customer Dispute
July 2003Other Business ActivitiesSells Insurance
David is an independent insurance agent since 1993, selling and servicing annuities, life, long-term care, and disability insurance. This activity requires a few hours per week.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Calton & Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
A. G. Edwards & Sons, INC.Broker
Peachtree Capital CorporationBroker
State Registrations3 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.