Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brennan? Claim Your ProfileBrennan Gale Cross is an investment advisor representative with Act Wealth Management, LLC in ALLEN, TX. Brennan is a registered investment advisor in Louisiana, New Mexico and North Carolina. Brennan's firm, Act Wealth Management, LLC, is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm has a total of 4 investment advisor representatives and manages approximately $394,882,590 in assets. Brennan's firm provides investment advisory services to individuals and pension plans. Brennan has worked in the investment industry for more than 20 years. Before joining Act Wealth Management, LLC, Brennan worked for Charles Schwab & Co., Inc., American Express Financial Advisors Inc., IDS Life Insurance Company and Fidelity Brokerage Services LLC.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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TX
12/08/2010 - Present
ACT Wealth Management, LLC (ALLEN TX)
TX
01/27/2003 - 08/13/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
12/07/2002 - 01/23/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/07/2002 - 01/23/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
RI
07/10/1995 - 10/30/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 02/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/25/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/24/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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