Questar Asset Management, Inc
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About this Advisor
Terry Cross is a financial advisor in Ames, Iowa. Currently a registered advisor at Questar Asset Management, Inc, they have accrued 12 years of practice in the financial advisory industry. Cross maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Cross can act as a financial advisor in Iowa. During their career, Cross has held roles at Questar Capital Corporation and Questar Asset Management. Questar Asset Management, Inc is headquartered in Ames, Iowa, and has 350 additional locations in the country. In total, Questar Asset Management, Inc oversees $986 million in assets throughout 5,107 client accounts and employs more than 501 people. The amount of assets the firm manages places it among the bigger financial advisory firms in the country. The firm manages 672 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 8% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Questar Asset Management, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Questar Asset Management, Inc Brokerage Details
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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
- Selection of other advisers
Terry Cross Work History
Terry has 12 years of experience.
Questar Asset Management
Questar Capital Corporation
Terry Cross has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Questar Asset Management, Inc
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