Crossmark Global Investments, Inc.
Crossmark Global Investments, Inc. (CRD# 113360) is a financial advisory firm headquartered in Houston, TX. They manage $5,807,109,087 in 5,613 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management5,807MILLION
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Total Number of Accounts5,613ACCOUNTS
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Average Account Value$1,034,582
- A percentage of assets under your management
- 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Jim Coppedge (CRD# 3275004) is an Investment Advisor Representative working at Crossmark Global Investments, Inc. in Houston, TX and has over 6 years of experience in the finance industry.
Courtney Curtis (CRD# 3184199) is an Investment Advisor Representative working at Crossmark Global Investments, Inc. in Houston, TX and has over 15 years of experience in the finance industry.
Patrick Garboden (CRD# 1249312) is an Investment Advisor Representative working at Crossmark Global Investments, Inc. in Houston, TX and has over 31 years of experience in the finance industry.
Kyu Han (CRD# 3184278) is an Investment Advisor Representative working at Crossmark Global Investments, Inc. in Houston, TX and has over 22 years of experience in the finance industry.
Grant Heemer (CRD# 4215357) is an Investment Advisor Representative working at Crossmark Global Investments, Inc. in Houston, TX and has over 13 years of experience in the finance industry.
Jordan Izumi (CRD# 6575758) is an Investment Advisor Representative working at Crossmark Global Investments, Inc. in Houston, TX and has over 9 years of experience in the finance industry. Jordan Izumi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robert Karisch (CRD# 2111100) is an Investment Advisor Representative working at Crossmark Global Investments, Inc. in Houston, TX and has over 33 years of experience in the finance industry.
Heather Lindsey (CRD# 2646043) 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.
Luke Lloyd (CRD# 5097839) is an Investment Advisor Representative working at Crossmark Global Investments, Inc. in Houston, TX and has over 17 years of experience in the finance industry.
Mary Meadows (CRD# 7055511) 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.