Crossmark Global Investments, Inc.

Crossmark Global Investments, Inc. (CRD# 113360) is a financial advisory firm headquartered in Houston, TX. They manage $4,951,613,335 in 3,551 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,952
    MILLION
  • Total Number of Accounts
    3,551
    ACCOUNTS
  • Average Account Value
    $1,394,428
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Crossmark Global Investments, Inc.
Showing 1 - 10 of 20 top financial advisors.
1
Gregory C. Falzone
CRD#: 2984309
3700 West Sam Houston Parkway South, Ste 250, Houston, TX 77042
98
Wealthminder
score

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Gregory Falzone (CRD# 2984309) is an Investment Advisor Representative working at Capstone Asset Management Company in Houston, TX and has over 16 years of experience in the finance industry.

 

 
2
Andrew J. Eras
CRD#: 1289465
3700 West Sam Houston Parkway South, Ste 250, Houston, TX 77042
96
Wealthminder
score

Andrew Eras (CRD# 1289465) is an Investment Advisor Representative working at Crossmark Global Investments, Inc. in Houston, TX and has over 19 years of experience in the finance industry.

3
Claude C. Cody
CRD#: 1313322
3700 West Sam Houston Parkway South, Ste 250, Houston, TX 77042
93
Wealthminder
score

Claude Cody (CRD# 1313322) is an Investment Advisor Representative working at Crossmark Global Investments, Inc. in Houston, TX and has over 26 years of experience in the finance industry.

4
Melville L. Cody
CRD#: 2384654
3700 West Sam Houston Parkway South, Ste 250, Houston, TX 77042
93
Wealthminder
score

Melville Cody (CRD# 2384654) is an Investment Advisor Representative working at Crossmark Global Investments, Inc. in Houston, TX and has over 24 years of experience in the finance industry.

5
Courtney N. Curtis
CRD#: 3184199
3700 West Sam Houston Parkway South, Ste 250, Houston, TX 77042
93
Wealthminder
score

Courtney Curtis (CRD# 3184199) is an Investment Advisor Representative working at Crossmark Global Investments, Inc. in Houston, TX and has over 10 years of experience in the finance industry.

6
Samuel G. Fenton
CRD#: 6078497
3700 West Sam Houston Parkway South, Ste 250, Houston, TX 77042
93
Wealthminder
score

Samuel Fenton (CRD# 6078497) is an Investment Advisor Representative working at Crossmark Global Investments, Inc. in Houston, TX and has over 5 years of experience in the finance industry.

7
Scott M. Frakes
CRD#: 2740960
5847 San Felipe, Suite 4100, Houston, TX 77057
93
Wealthminder
score

Scott Frakes (CRD# 2740960) is an Investment Advisor Representative working at Crossmark Global Investments, Inc. in Houston, TX and has over 21 years of experience in the finance industry.

8
Danielle L. Frazier
CRD#: 5130083
3700 West Sam Houston Parkway South, Ste 250, Houston, TX 77042
93
Wealthminder
score

Danielle Frazier (CRD# 5130083) is an Investment Advisor Representative working at Crossmark Global Investments, Inc. in Houston, TX and has over 12 years of experience in the finance industry.

9
Patrick N. Garboden
CRD#: 1249312
3700 West Sam Houston Parkway South, Ste 250, Houston, TX 77042
93
Wealthminder
score

Patrick Garboden (CRD# 1249312) is an Investment Advisor Representative working at Crossmark Global Investments, Inc. in Houston, TX and has over 25 years of experience in the finance industry.

10
Kyu S. Han
CRD#: 3184278
3700 West Sam Houston Parkway South, Ste 250, Houston, TX 77042
93
Wealthminder
score

Kyu Han (CRD# 3184278) is an Investment Advisor Representative working at Crossmark Global Investments, Inc. in Houston, TX and has over 16 years of experience in the finance industry.

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