Brennan
Cross
Act Wealth Management, LLC
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About this Advisor
Brennan Cross is a financial advisor based in Allen, Texas, working with Act Wealth Management, LLC. Brennan has previously held a position at Act Wealth Management, LLC. Brennan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Louisiana, New Mexico, and North Carolina. Currently, Brennan is part of Act Wealth Management, LLC, which operates out of Allen, Texas. The firm has 1 office and 4 employees. The firm manages assets totaling $394.9 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Act Wealth Management, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Act Wealth Management, LLC Brokerage Details
$394,882,590
4
487
$810,847
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Brennan Cross Work History
Act Wealth Management, LLC
Disclosures
Please visit the SEC profile of Brennan 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 Act Wealth Management, LLC
Allen, TX
Allen, TX
Allen, TX
Allen, TX
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