![Sydney Cross, financial advisor Rockford IL](/img/ws/profile-blank-sq.png)
Sydney Cross (CRD# 7149322) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 4 years of experience in the finance industry.
![Michael Alber, financial advisor Rockford IL](/img/ws/profile-blank-sq.png)
CRD# 2088227
Cetera Investment Advisers LLC
![Jon Aldrich, financial advisor Rockford IL](/img/ws/profile-blank-sq.png)
CRD# 5115121
Focus Financial Advisors
![Allison Alexander, financial advisor Rockford IL](/img/ws/profile-blank-sq.png)
CRD# 6311988
Savant Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Choreo, LLC | Charlotte, NC | Feb 2024 - Current | < 1 |
Jacqueline Fish | Charlotte, NC | Nov 2020 - Current | 3 |
Northwestern Mutual Investment Services LLC | Charlotte, NC | Nov 2020 - Current | 3 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jul 2021 - Jan 2024 | 2 |
Jacqueline Fish | Charlotte, NC | Oct 2020 - Nov 2020 | < 1 |
The Vanguard Group | Charlotte, NC | Jul 2019 - Oct 2020 | 1 |
Unemployed | Gaithersburg, MD | May 2019 - Jul 2019 | < 1 |
Unc Charlotte | Charlotte, NC | Dec 2016 - May 2019 | 2 |
Unemployed | Gaithersburg, MD | Aug 2014 - Dec 2016 | 2 |
Amc Movies | Gaithersburg, MD | Jun 2013 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2019 |
S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- NC
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Total Assets Under Management16,031MILLIONS
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Total Number of Accounts24,966ACCOUNTS
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Average Account Value$642,108
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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