Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Cross is a registered investment advisor representative with State Farm Investment Management Corp. Richard has been in the financial services industry since April 1998. Richard is registered with the states of Arizona and New Mexico. Richard has also been registered with the Financial Industry Regulatory Authority (FINRA) since April 2001. Richard has a Series 6, Series 63, Series 65, and SIE license. In addition to financial services, Richard owns and operates Richard Cross's Insurance Agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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2
NM
05/12/2023 - Present
State Farm Investment Management Corp. (FARMINGTON NM)
IA
Issued 05/04/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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