Kercheville Advisors
47yrs
Top advisor by experience in San Antonio
26yrs
Craig Cross has worked in the financial industry for 26 years and is a fiduciary financial advisor based in San Antonio, Texas. After a year at Citigroup Global Markets, Craig joined MML Investors Services in 2020, a firm offering financial planning, investment management, and retirement plan consulting. MML Investors Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1848 advisors with offices in San Antonio, and one of 1668 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 21% by experience in Texas
OfficeSan Antonio, TX
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?1 state
Services through MML Investors Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowMML Investors Services, LLCCurrent firm
- Nov 2018 – Mar 2020Citigroup Global Markets Inc.Previously
Questions to ask Craig
Tailored to Craig’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Craig
How do I contact Craig?
Call MML Investors Services at (413) 226-0000 and ask for Craig Cross. Craig works from the San Antonio, TX office.
How long has Craig been a financial advisor?
Craig has been in the industry since 2000, about 26 years. Top 21% by experience in Texas.
What licenses does Craig hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Craig a fiduciary?
Craig is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Craig paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Craig for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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