Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Cross is a financial advisor with Advisory Services Network. David has been in the financial services industry since 1991. David has a wide range of experience in the financial services industry, including working as a financial advisor at Calton & Associates, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley DW Inc. David is also a member of the Georgia Council on Economic Education and the Gwinnett County Public Library Foundation. David specializes in Financial Planning, Portfolio Management for Individuals, and Selection of Other Advisers.
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.
Helps you choose top advisors aligned with your financial goals.
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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GA
01/12/2023 - Present
Advisory Services Network (ATLANTA GA)
GA
05/27/2016 - 07/14/2017
CALTON & ASSOCIATES, INC. (Duluth GA)
GA
08/11/2006 - 06/06/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DULUTH GA)
GA
08/14/1998 - 08/17/2006
MORGAN STANLEY DW INC. (ALPHARETTA GA)
MO
08/04/1992 - 08/21/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
GA
01/30/1991 - 09/21/1992
PEACHTREE CAPITAL CORPORATION (ATLANTA GA)
IA
Issued 03/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/29/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/29/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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