BC
BC

Brittany Elaine Cross

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
6,771 clients
Average Client Portfolio
$262K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$6.5K
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Location

12500 SE Second Circle, Suite 207, Vancouver, WA, 98684

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brittany is involved with First Heartland Consultants, United PDX Soccer, LFS Peak Planning, Inc., Labyrinth Financial Services (LFS), and Cross Limited Partnership. She sells and distributes insurance through Labyrinth Financial Services, and is also involved in estate and tax planning.

Employment History
Current Registrations
First Heartland Consultants, INC.
October 2022 - Present · 3 yrs 4 mos
First Heartland Capital, INC.Broker
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
D.A. Davidson & CO.Broker
August 2019 - May 2022 · 2 yrs 9 mos
D.A. Davidson & CO.
August 2019 - May 2022 · 2 yrs 9 mos
First Heartland Consultants, INC.
July 2013 - August 2019 · 6 yrs 1 mo
First Heartland Capital, INC.Broker
April 2013 - August 2019 · 6 yrs 4 mos
Avalon Investment & Securities Group, INC.Broker
February 2012 - April 2013 · 1 yr 2 mos
Symetra Investment Services, INC.
April 2011 - March 2012 · 11 mos
Symetra Investment Services, INC.Broker
April 2011 - March 2012 · 11 mos
Ing Financial Partners, INC
September 2005 - July 2010 · 4 yrs 10 mos
Ing Financial Partners, INC.Broker
October 2004 - July 2010 · 5 yrs 9 mos
State Registrations11 states
AZCACOIDMTNCNMORTXWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.