Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billy? Claim Your ProfileBilly Joe Cross is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Billy has been working in the financial industry since July 19, 1991. Billy holds licenses in Georgia and Texas. Billy Joe Cross is also a registered principal for Cambridge Investment Research Advisors, Inc. Billy Joe Cross is an experienced advisor and has been with Cambridge Investment Research Advisors, Inc. since April 2022. Prior to joining Cambridge Investment Research Advisors, Inc. Billy Joe Cross was an advisor at VALIC FINANCIAL ADVISORS, INC. and AIG CAPITAL SERVICES, INC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
GA
04/11/2022 - Present
Cambridge Investment Research Advisors, Inc. (Atlanta GA)
TX
03/01/2018 - 04/20/2022
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
03/01/2018 - 10/01/2019
AIG CAPITAL SERVICES, INC. (HOUSTON TX)
TX
09/07/2017 - 03/02/2018
E*TRADE SECURITIES LLC (HOUSTON TX)
TX
08/30/2016 - 09/06/2017
AIG CAPITAL SERVICES, INC. (HOUSTON TX)
TX
05/20/2014 - 08/29/2016
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
05/29/2013 - 06/02/2014
BOSC, INC. (HOUSTON TX)
TX
11/12/2012 - 05/28/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
02/27/2003 - 05/27/2003
TIG CAPITAL SECURITIES CO. (HOUSTON TX)
TX
10/21/1991 - 12/12/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
07/31/1985 - 08/23/1991
OLDE DISCOUNT CORPORATION (DETROIT MI)
NA
07/05/1989 - 08/29/1989
JOHN M. SORENSEN & CO., INC.
NA
02/05/1988 - 02/29/1988
AMERICAN CAPITAL EQUITIES, INC.
NA
04/05/1984 - 01/16/1985
PAINEWEBBER INCORPORATED
BOTH
Issued 11/29/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/04/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2018
Series 24 - General Securities Principal Examination
BC
Issued 08/07/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/10/1987
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1984
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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