Todd Cross is a registered investment advisor, based in Syracuse, NY, with 4 years of industry experience.
Location
251 Salina Meadows Pkwy, Ste 130, Syracuse, NY, 13212
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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 →Other Business ActivitiesSells Insurance
Todd is a field trainer and financial advisor for Bankers Life & Casualty, Inc., focusing on insurance products and financial advising, which takes nearly full-time. He also works as a grocery shopper/delivery person for Instacart, dedicating a few hours per week.
Employment History
Current Registrations
Bankers Life Securities, INC.Broker
Bankers Life Advisory Services, INC.
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
State Registrations1 state
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.