Trevor
Cross

Mutual Advisors, LLC

CRD#6977085
Investment Advisor
in Scottsdale, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Trevor Cross is a financial advisor who works in Scottsdale, Arizona with 2 years of relevant experience. Cross is an advisor for Mutual Advisors, LLC. The advisor has gained experience at Mml Investors Services, Global Portfolio Solutions/ Massmutual, Illinois State University, Ses Security, Arizona Diamondbacks, Dobson High School, Chandler-Gilbert Community College, Mutual Securities, Inc and Mutual Advisors, LLC. Cross holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona. Mutual Advisors, LLC is an advisory firm headquartered in Casper, WY. The company has offices in 71 locations and a total of 262 people on staff. It manages $5 billion in total assets across its 20,842 accounts, placing it among the largest firms in the country by assets under management. Of its 20,842 client accounts, 16% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice usually are based on the financial services provided. Fee types billed by Mutual Advisors, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7702 E Doubletree Ranch Rd. Ste. 300
Scottsdale, AZ 85258

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Mutual Advisors, LLC Brokerage Details

Total Assets Under Management

$5,305,999,278

AZ Average: $484,914,235
Total Number of Employees

262

AZ Average: 8
Total Number of Accounts

20,842

AZ Average: 674
Average Account Size

$254,582

AZ Average: $719,457

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Trevor Cross Work History

Trevor has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Mutual Securities, Inc

2021 - Present (3 years)

Mutual Advisors, LLC

2018 - 2021 (3 years)

Mml Investors Services

2018 - 2021 (3 years)

Global Portfolio Solutions/ Massmutual

2017 - 2017 (< 1 year)

Arizona Diamondbacks

2016 - 2018 (2 years)

Illinois State University

2014 - 2016 (2 years)

Ses Security

2014 - 2016 (2 years)

Chandler-Gilbert Community College

2010 - 2014 (4 years)

Dobson High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Trevor Cross to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mutual Advisors, LLC

Pedro Hero
San Antonio, TX
Joseph Thaman
Saint Louis, MO
Matthew Pascarella
Morristown, NJ
Stan Dungca
Camarillo, CA
Jonathan Fairbanks
Hartford, CT
Madison Donovan
San Jose, CA
Jeffrey Adler
Cincinnati, OH
Alexander Whitehouse
Vancouver, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started