Steven Jon Cross
Investment adviser representative at Primerica Advisors
39 yearsExperience
2 statesRegistered in
$15.5BFirm assets
15 yearsFirm in business
Are you Steven Jon Cross? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
39 years in the industry.
- Pfs Investments Inc.Jan 1988 to now
- Primerica Financial ServicesJun 1987 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Primerica Advisors
Legal name: Pfs Investments Inc.
$15.5BAssets managed
67,816Clients
4,004Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1805985
- Firm CRD
- 10111