Wade
Cross

The Ameriflex Group

CRD#6945436
Investment Advisor
in Lubbock, TX

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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

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4606 67Th Street Suite 200
Lubbock, TX 79414

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The Ameriflex Group Brokerage Details

Total Assets Under Management

$6,522,387,220

TX Average: $664,206,839
Total Number of Employees

149

TX Average: 10
Total Number of Accounts

16,327

TX Average: 1,698
Average Account Size

$399,485

TX Average: $391,170

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

2023 - Present (1 year)

Osaic

2023 - Present (1 year)

The Ameriflex Group

2019 - Present (5 years)

Intuitive Solutions Insurance And Wealth Strategies, LLC

2023 - 2023 (< 1 year)

Cetera Investment Advisers LLC

2018 - 2019 (1 year)

West Texas Insurance Agency

2018 - 2023 (5 years)

Cetera Advisor Networks LLC

2016 - 2018 (2 years)

Medrobotics

2015 - 2016 (1 year)

Intersect Ent

2014 - 2015 (1 year)

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

Quy Nguyen
Auburn, WA
Christian Lemke
Las Vegas, NV
Roger Olson
Fort Collins, CO
Donald Buckley
Buffalo, NY
Dean Dowson
Denver, CO
Winston Waring
Scottsdale, AZ
Andre Ramirez
Torrance, CA
Christine Lane
Pittsford, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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