John
Cross
Laidlaw Wealth Management LLC
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About this Advisor
John Cross is a financial advisor based in Miami, Florida, working with Laidlaw Wealth Management LLC. John has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Laidlaw & Company (UK) LTD, and Laidlaw Wealth Management. John has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, John is part of Laidlaw Wealth Management LLC, which operates out of Miami, Florida. The firm has 2 offices and 22 employees. The firm manages assets totaling $530.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Laidlaw Wealth Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Laidlaw Wealth Management LLC Brokerage Details
$530,409,798
22
1,171
$452,955
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
John Cross Work History
Laidlaw & Company (Uk) LTD
Laidlaw Wealth Management
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Disclosures
Please visit the SEC profile of John 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 Laidlaw Wealth Management LLC
New York, NY
Miami, FL
New York, NY
Pasadena, CA
New York, NY
New York, NY
New York, NY
New York, NY
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