Brittany Cross
Brittany Cross is a registered investment advisor at First Heartland Consultants, INC., based in Vancouver, WA, with 20 years of industry experience. Brittany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 6,771 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Heartland Consultants offers a non-wrap program where your advisor manages your investments for a fee. The maximum fee is 1.75% of the assets managed, but the actual fee is negotiated between you and your advisor. This fee is paid quarterly in advance.
They also offer a 401(k) self-directed brokerage account program (SDBA) through The Pacific Financial Group (TPFG). In this program, First Heartland receives 0.75% of your assets annually, paid monthly, which is split between First Heartland and your advisor.
Location
12500 SE Second Circle, Suite 207, Vancouver, WA, 98684
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brittany is involved with First Heartland Consultants, United PDX Soccer, LFS Peak Planning, Inc., Labyrinth Financial Services (LFS), and Cross Limited Partnership. She sells and distributes insurance through Labyrinth Financial Services, and is also involved in estate and tax planning.
Employment History
Current Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Previous Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Avalon Investment & Securities Group, INC.Broker
Symetra Investment Services, INC.Broker
Symetra Investment Services, INC.
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.