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Craig Travis Cross

Halbert Hargrove

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About Craig Travis Cross

Craig Travis Cross is an investment advisor representative registered with Halbert Hargrove. Craig has been in the industry since October 2, 1979. Craig has passed the Series 7, 24 and 63 exams. Craig has a long history with Halbert Hargrove, having worked with Halbert, Hargrove & Co. since July 1979. Craig also has a position as an Investment Counselor with Halbert Hargrove/Russell LLC. Craig is licensed in California and Texas. Craig specializes in providing wealth management services to clients and prospecting. Craig has experience working with high net worth individuals, corporations, individuals other than high net worth, charitable organizations, and pension and profit-sharing plans.

Firm Information

Craig Cross is currently registered with Halbert Hargrove. Halbert Hargrove is an investment advisor based in LONG BEACH, CA. The firm provides investment consulting and financial planning services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Halbert Hargrove manages approximately $3.16 billion in assets, including discretionary and non-discretionary accounts. They also offer educational seminars, publish periodicals, and select other advisors.
Halbert Hargrove

111 WEST OCEAN BOULEVARD

LONG BEACH, CA 90802-7908

$3.16B

Assets Under Management

3

Total Clients

34

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting

Investment consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Craig Cross’s Registration & Firm History

CA

05/05/2006 - Present

Halbert Hargrove (LONG BEACH CA)

CA

10/02/1979 - 12/31/2010

HALBERT, HARGROVE & CO. (LONG BEACH CA)

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Licenses & Designations

BC

Issued 12/29/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/1985

Series 24 - General Securities Principal Examination

BC

Issued 09/15/1979

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Travis Cross.
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