![Billy Joe Cross](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Mr. Cross has been in the securities business since 1983.
Mr. Cross worked for Charles Schwab & Co., Inc. from 1991 to 2002.
During that time he managed three Schwab offices, and was Sales Manager for the south Texas region.
Prior to Schwab Mr. Cross was employed as a manager and registered representative with Olde Discount Stockbrokers from 1985-1991, and was a registered representative for PaineWebber from 1983-1985.
As Sales Manager at Schwab Mr. Cross helped the firm introduce advice to its registered representative work force.
Mr. Cross is a certified “Professional Selling Skills” instructor and experienced group facilitator.
He holds series 7, 8, 63, and 65 securities licenses.
Prior to Cross Investment Management Mr. Cross was an investment consultant in the Schwab Private Client Group.
Mr. Cross holds an MBA from the Cameron School of Business at the University of St. Thomas and a BS degree in Finance from the University of Houston at Clear Lake.
Former positions of Billy Joe Cross
Companies | Position | End |
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Cross Investment Management LLC
![]() Cross Investment Management LLC Investment ManagersFinance Cross Investment Management LLC is a Houston, Texas-based registered investment advisor. The firm manages the Pebblebrook Fund. | Director of Research - Equity | 01/01/2007 |
Charles Schwab Investment Management, Inc.
![]() Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Corporate Officer/Principal | 31/12/2001 |
PaineWebber, Inc. | Corporate Officer/Principal | 31/12/1984 |
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Private companies | 3 |
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Charles Schwab Investment Management, Inc.
![]() Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Finance |
PaineWebber, Inc. | Finance |
Cross Investment Management LLC
![]() Cross Investment Management LLC Investment ManagersFinance Cross Investment Management LLC is a Houston, Texas-based registered investment advisor. The firm manages the Pebblebrook Fund. | Finance |
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