TC
TC

Trevor Cross

7 Years of Experience
Mesa, AZ
BrokerSells Insurance

Trevor Cross is a registered investment advisor, based in Mesa, AZ, with 7 years of industry experience.

Location

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Trevor is dually registered with Global Portfolio Solutions, Inc. and Mutual Securities, Inc., spending about 90% of his time as an investment advisor representative. He is also a licensed insurance agent, dedicating about 10% of his time to insurance sales and implementation of insurance recommendations.

Employment History
Current Registrations
Fortune Financial Services, INC.
September 2025 - Present · 8 mos
Fortune Financial Services, INC.Broker
September 2025 - Present · 8 mos
Gps Investments
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Mutual Advisors, LLC
March 2021 - December 2024 · 3 yrs 9 mos
Mutual Securities, INC.Broker
March 2021 - September 2025 · 4 yrs 6 mos
MML Investors Services, LLC
July 2019 - March 2021 · 1 yr 8 mos
MML Investors Services, LLCBroker
March 2019 - March 2021 · 2 yrs
State Registrations7 states
AZFLILSDTXVAWI
AdvisorBrokerBoth

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.