AC
AC

Alexander James Cross

21 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
152 advisors
Number of Clients
8,463 clients
Average Client Portfolio
$798K average
Assets Under Management
$6.8B

Fee Structure

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Location

147 Second Avenue S, Suite 403, St. Petersburg, FL, 33701

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Alexander is a member/manager of DCH Wealth Management, LLC, handling administrative operations, dedicating minimal time. He is also an insurance agent since 2018, spending a few hours per week on insurance-related activities.

Employment History
Current Registrations
Mutual Advisors, LLC
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Mutual Securities, INC.Broker
June 2013 - December 2019 · 6 yrs 6 mos
Platinum Wealth Partners
March 2012 - January 2018 · 5 yrs 10 mos
Lasalle St Securities, L.L.C.Broker
March 2012 - May 2013 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2005 - February 2012 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2005 - February 2012 · 6 yrs 9 mos
Suntrust Securities, INC.Broker
March 2004 - April 2005 · 1 yr 1 mo
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.