Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
10 years
Location
Floyd, VA 24091
Edward Jones
Institution
David Cross is a financial advisor with Edward Jones in Floyd, VA, holding a Series 66 designation and ten years of industry experience. He has been with Edward Jones for his entire career since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Floyd, VA
112 W Main Street
Floyd VA 24091
Advisors at this office
1
Texas · Virginia
10 years of industry experience
Edward Jones
2016 - Present • 10 years
St Louis, MO
Edward Jones
2008 - 2009 • 1 year
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Indian Valley, VA
OneAscent Wealth Management
Mark Tevebaugh is a financial advisor with OneAscent Wealth Management in Indian Valley, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at OneAscent Financial Services and OneAscent Wealth Management since 2020 and was with Next Financial Group Inc from 2014 to 2020. Outside of his advisory role, he is an officer of Tevebaugh & Associates, a registered representative and investment advisor operating under a DBA. OneAscent Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and other institutions. The firm uses a combination of direct securities, third-party managers, and model portfolios tailored to client-specific asset allocation guidelines, supported by a range of strategies including UMA solutions, alternatives, and tax-overlay services.
Series 65, Series 66
Riner, VA
LPL Financial
Jeremiah Seagle is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Securities America Advisors and Valic Financial Advisors. He also operates SEAGLE FINANCIAL SERVICES LLC for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology tools.
Series 66
Floyd, VA
LPL Financial
Warner Williams is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at LPL Financial since 2018 and previously spent eight years at Invest Financial Corporation and Stone, Houston & Associates. Williams maintains involvement in a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.
CFP®, Series 63
Floyd, VA
LPL Financial
Patrick Beauchamp is a CFP®-certified financial advisor with eight years of industry experience. He currently works with LPL Financial and has prior experience at Gladstone Wealth Partners, INVEST Financial Corp, and Southern Farm Bureau Life Insurance Company. He provides investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional services utilizing both proprietary and third-party strategies.
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