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Rebecca Cross

Secure Investment Management, LLC

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About Rebecca Cross

Rebecca Cross is a licensed investment advisor representative with Secure Investment Management, LLC. Rebecca is registered with the state of California and holds the Series 65 license. Rebecca has a history of working in the financial services industry since 2012. Rebecca provides financial planning services as well as portfolio management for individuals. Rebecca is committed to providing clients with high-quality, personalized financial advice.

Firm Information

Rebecca Cross is currently registered with Secure Investment Management, LLC. Secure Investment Management, LLC is a Tucson, Arizona-based investment advisor that manages approximately $32.41 million in assets for 614 clients. The firm specializes in providing financial planning and portfolio management services for individuals, including high-net-worth individuals. They also provide advisory services regarding REITS.
Secure Investment Management, LLC

7400 N ORACLE RD

TUCSON, AZ 85704

$32.41M

Assets Under Management

Not reported

Total Clients

9

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice regarding reits

Advice regarding reits

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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percentage of assets

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

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Rebecca Cross’s Registration & Firm History

CA

01/01/2025 - Present

Secure Investment Management, LLC (Santa Barbara CA)

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Licenses & Designations

IA

Issued 06/23/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rebecca Cross.
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