Hillary Theodosia Cross

Employer firm

Cooper Mcmanus CRD 111458

$2.85B regulatory AUM 56 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 03/2020
  Securities America Inc.
  New Bern, NC
• 10/2014 → Present
  Cooper Financial Group
  New Bern, NC
• 03/2020 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2010-03-09 → 2014-10-17
  Edward Jones
  New Bern, NC
  New Bern, NC
  St Louis, MO

Other Businesses

1) CROSS FINANCIAL INVESTMENTS, 1963 HWY 306 N, Grantsboro NC 28529, United States, 09/2022, Owner, Insurance/Benefits/Human Resources, NIR, HR/MO: 0, HR/MO TRADING: 0 2) COOPER MCMANUS, 1963 HWY 306 N, GRANTSBORO, NC, 09/2022, OWNER, RIA, INV REL, 0 HR/MO, 0 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2010-03-05

Other Names

• Hillary Theodosia Spooner
• Hillary Theodosia Pecha