Harrison Holdren Cross
Investment adviser representative at Truist Advisory Services, Inc.
11 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$77.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Truist Advisory Services, Inc.Oct 2021 to now
- Truist Investment Services, IncOct 2021 to now
- Franklin Street Advisors, Inc.Sep 2017 to Sep 2021
- NoneMay 2017 to Aug 2017
- Satchel HealthJan 2015 to Apr 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 7209975
- Firm CRD
- 283390