Billy Joe Cross

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.