Timothy Cross is a registered investment advisor at Altior Capital, based in Windermere, FL, with 8 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 29 clients with $36M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$35.7M
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Location
9100 Conroy Windermere Road, Windermere, FL, 34786
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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.
Learn about disclosures →Employment History
Current Registrations
Altior Capital
December 2021 - Present · 4 yrs 4 mos
Previous Registrations
Bgc Financial, L.P.Broker
April 2012 - August 2016 · 4 yrs 4 mos
State Registrations1 state
FL
Advisor
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
No exam information available for this advisor.