Hillary
Cross

Cooper Mcmanus

CRD#5458636
Investment Advisor
in New Bern, NC

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About this Advisor

Hillary Cross is a financial advisor operating in New Bern, North Carolina, with a total of 10 years of work experience. Cross is an employee of Cooper Mcmanus. During their career, Cross has held roles at Edward Jones, Securities America Inc, Cooper Financial Group and Cambridge Investment Research, Inc. Cross has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. Cooper Mcmanus is an advisory firm that has its headquarters in New Bern, North Carolina. It has offices in 32 locations and a total of 56 people on staff. It administers $990 million in total assets across its 4,261 client accounts, making it one of the bigger firms in the United States by assets under management. Of its 4,261 client accounts, 16% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Cooper Mcmanus provides a diverse array 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, publication of newsletters and educational seminars. Financial management fees vary depending on which services the firm provides the client. Fees billed by Cooper Mcmanus likely consist of asset-based, hourly, fixed, commission-based 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

2002 South Glenburnie Road Ste 4D
New Bern, NC 28562

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Cooper Mcmanus Brokerage Details

Total Assets Under Management

$989,515,784

NC Average: $7,578,581,321
Total Number of Employees

56

NC Average: 43
Total Number of Accounts

4,261

NC Average: 3,727
Average Account Size

$232,226

NC Average: $2,033,427

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Hillary Cross Work History

Hillary has 10 years of experience.

2020 - Present (1 year)

Cambridge Investment Research, Inc

2014 - Present (7 years)

Cooper Financial Group

2014 - 2020 (6 years)

Securities America Inc

2010 - 2014 (4 years)

Edward Jones

Disclosures

Hillary Cross has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cooper Mcmanus

Hillary Cross
New Bern, NC
Christina Bush
San Clemente, CA
Alissa Kroeger
Thousand Oaks, CA
George Park
Covina, CA
Lawrence Wimsatt
Long Beach, CA
Christopher Cox
Irvine, CA
Jason Werner
Irvine, CA
Charles Farrell
Irvine, CA

This content was 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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