Wade
Cross
The Ameriflex Group
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About this Advisor
Wade Cross is a financial advisor based in Lubbock, Texas, working with The Ameriflex Group. Wade has previously held positions at West Texas Insurance Agency, Medrobotics, Intersect Ent, Inspire Medical, Cetera Advisor Networks LLC, Intuitive Solutions Insurance And Wealth Strategies, LLC, Cetera Investment Advisers LLC, Osaic, and The Ameriflex Group. Wade has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Wade is part of The Ameriflex Group, which operates out of Lubbock, Texas. The firm has 81 offices and 149 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$6,522,387,220
149
16,327
$399,485
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Wade Cross Work History
Osaic
The Ameriflex Group
Intuitive Solutions Insurance And Wealth Strategies, LLC
Cetera Investment Advisers LLC
West Texas Insurance Agency
Cetera Advisor Networks LLC
Medrobotics
Intersect Ent
Inspire Medical
Disclosures
Please visit the SEC profile of Wade 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 The Ameriflex Group
Auburn, WA
Lubbock, TX
Fort Collins, CO
Fort Wayne, IN
Jamestown, NY
Pittsford, NY
Lubbock, TX
Las Vegas, NV
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