Unclaimed Profile

Craig Travis Cross

HALBERT HARGROVE GLOBAL ADVISORS, LLC·LONG BEACH, California

Clean recordHALBERT HARGROVE GLOBAL ADVISORS, LLC

111 WEST OCEAN BOULEVARD, LONG BEACH, CA 90802-7908CRD# 872117Firm CRD# 105515

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Craig Travis Cross · LONG BEACH, CA

Registration

CRD #872117 · HALBERT HARGROVE GLOBAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Craig Travis Cross is a registered financial advisor based in LONG BEACH, California, affiliated with HALBERT HARGROVE GLOBAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

HALBERT HARGROVE GLOBAL ADVISORS, LLC

HALBERT HARGROVE

AUM

$3.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at HALBERT HARGROVE GLOBAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 872117

Firm CRD# 105515

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Craig Travis Cross offer?

Craig Travis Cross specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LONG BEACH, California for a consultation.

What are Craig Travis Cross's credentials?

Craig Travis Cross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Travis Cross located?

Craig Travis Cross is based in LONG BEACH, California, working with HALBERT HARGROVE GLOBAL ADVISORS, LLC. Their office serves clients in the LONG BEACH metropolitan area and surrounding communities.

How does Craig Travis Cross charge for services?

Craig Travis Cross's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HALBERT HARGROVE GLOBAL ADVISORS, LLC?

HALBERT HARGROVE GLOBAL ADVISORS, LLC has approximately 49 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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