Trevor
Cross

Mml Investors Services, LLC

CRD#6977085
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Trevor Cross is a financial advisor who works in Scottsdale, Arizona, who has been in the advisory business for 10 years. Cross is on the advisory team at Mml Investors Services, LLC. Over the course of their career, Cross has held roles at Mml Investors Services, Global Portfolio Solutions/ Massmutual, Illinois State University, Ses Security, Arizona Diamondbacks, Dobson High School and Chandler-Gilbert Community College. Cross holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Arizona. Mml Investors Services, LLC is an advisory business based in Scottsdale, Arizona. The company has offices in 1,335 locations and a total of 7,471 advisors. It controls $40 billion in assets across its 206,878 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 254 charitable organizations. The company offers a diverse range 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, educational seminars and other services. Fees for financial management usually vary depending on the services offered. However, fees billed by Mml Investors Services, LLC likely consist of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

17550 N Perimeter Drive Suite 450
Scottsdale, AZ 85255

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

AZ Average: $16,012,751,954
Total Number of Employees

7,471

AZ Average: 118
Total Number of Accounts

206,878

AZ Average: 4,567
Average Account Size

$191,239

AZ Average: $3,506,186

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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
  • Educational seminars/workshops
  • Other

Trevor Cross Work History

Trevor has 10 years of experience.

2018 - Present (4 years)

Mml Investors Services

2018 - Present (4 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

Disclosures

Trevor Cross has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Pete Bouros
Chicago, IL
Evan Cleary
Newtown Square, PA
Brett Laferrera
Tuscaloosa, AL
Connor Iarussi
Marlton, NJ
Robert Boyer
Holyoke, MA
Jennifer Funk
Cincinnati, OH
John Demarinis
Greenvale, NY
William Franks
Atlanta, GA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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