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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittany? Claim Your ProfileBrittany Cross is a financial advisor with First Heartland Consultants, Inc. Brittany is registered to provide investment advisory services in Washington and California, Idaho, Montana, North Carolina, Oregon, and Wyoming. Brittany has over 18 years of experience in the financial industry.
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.
A percentage of the total value of assets under management is charged.
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2
WA
10/11/2022 - Present
First Heartland Consultants, Inc. (Vancouver WA)
OR
08/19/2019 - 05/23/2022
D.A. DAVIDSON & CO. (PORTLAND OR)
WA
04/01/2013 - 08/19/2019
FIRST HEARTLAND CAPITAL, INC. (VANCOUVER WA)
AL
02/24/2012 - 04/10/2013
AVALON INVESTMENT & SECURITIES GROUP, INC. (MUSCLE SHOALS AL)
WA
04/06/2011 - 03/02/2012
SYMETRA INVESTMENT SERVICES, INC. (VANCOUVER WA)
WA
10/14/2004 - 07/20/2010
ING FINANCIAL PARTNERS, INC. (VANCOUVER WA)
BOTH
Issued 03/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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