Susan
Cross
Ria Advisors
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About this Advisor
Susan Cross is a financial advisor who works out of Durango, Colorado with 3 years of relevant experience. Cross is currently employed by Ria Advisors. Throughout their career, they have worked at First Allied Securities, Inc, First Allied Advisory Services, Inc, Dfpg Investments, Inc, Ria Advisors and Integrated Advisors Network LLC. Cross maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona, Colorado, Louisiana and Texas. Ria Advisors is an advisory business that has its headquarters in Houston, TX. It has offices in three locations and a total of 20 advisors. It manages $1 billion in total assets across its 3,066 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm advises one charities and foundations. Of its 3,066 customer accounts, 23% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and educational seminars. Financial advisory fee schedules usually vary depending on which services the firm provides the client. However, fee types billed by Ria Advisors likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ria Advisors Brokerage Details
$1,104,056,685
20
3,066
$360,097
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Susan Cross Work History
Susan has been registered as a financial advisor for 3 years.*
Ria Advisors
Dfpg Investments, Inc
Integrated Advisors Network LLC
First Allied Advisory Services, Inc
First Allied Securities, Inc
*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 Susan 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 Ria Advisors
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Durango, CO
Houston, TX
Houston, TX
Houston, TX
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.
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