Bob Cross is a registered investment advisor at Usi Advisors, based in Knoxville, TN, with 32 years of industry experience. Bob is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,353 clients with $56B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
900 South Gay Street, Suite 1796, Knoxville, TN, 37902
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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 →Employment History
Current Registrations
Usi Advisors
Usi Securities, INC.Broker
Previous Registrations
Commonwealth Equity Services, INC.Broker
Securities Service Network, INC.Broker
Ifg Network Securities, INC.Broker
Buckhead Financial CorporationBroker
Cbl Equities, INC.Broker
State Registrations7 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.
Exams
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