Rebecca
Cross
Secure Investment Management, LLC
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About this Advisor
Rebecca Cross is a financial advisor based in Santa Barbara, California, working with Secure Investment Management, LLC. Rebecca has previously held positions at Spetrum Athletic Club, Self, Quility Insurance Company, and Secure Investment Management. Rebecca has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Rebecca is part of Secure Investment Management, LLC, which operates out of Santa Barbara, California. The firm has 12 employees and manages assets totaling $32.4 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Secure Investment Management, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Secure Investment Management, LLC Brokerage Details
$32,406,000
12
614
$52,779
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Rebecca Cross Work History
Secure Investment Management
Quility Insurance Company
Self
Spetrum Athetic Club
Disclosures
Please visit the SEC profile of Rebecca 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 Secure Investment Management, LLC
Oak Hills, CA
Tucson, AZ
Tucson, AZ
Tucson, AZ
Santa Barbara, CA
Tucson, AZ
Tucson, AZ
Tucson, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
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