Crossmark Global Investments, Inc.

Crossmark Global Investments, Inc. (CRD# 113360) is a financial advisory firm headquartered in Houston, TX. They manage $4,100,698,221 in 3,165 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,101
    MILLION
  • Total Number of Accounts
    3,165
    ACCOUNTS
  • Average Account Value
    $1,295,639
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
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, WY

Financial Advisors at Crossmark Global Investments, Inc.
Showing 1 - 10 of 19 top financial advisors.
1
Melville L. Cody
CRD#: 2384654
15375 Memorial Drive, Suite 200, Houston, TX 77079

Melville Cody (CRD# 2384654) is an Investment Advisor Representative working at Crossmark Global Investments, Inc. in Houston, TX and has over 27 years of experience in the finance industry.

2
Jim A. Coppedge
CRD#: 3275004
15375 Memorial Drive, Suite 200, Houston, TX 77079

Jim Coppedge (CRD# 3275004) is an Investment Advisor Representative working at Crossmark Global Investments, Inc. in Houston, TX and has over 3 years of experience in the finance industry.

3
Courtney N. Curtis
CRD#: 3184199
15375 Memorial Drive, Suite 200, Houston, TX 77079

Courtney Curtis (CRD# 3184199) 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.

4
Andrew J. Eras
CRD#: 1289465
15375 Memorial Drive, Suite 200, Houston, TX 77079

Andrew Eras (CRD# 1289465) 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.

5
Gregory C. Falzone
CRD#: 2984309
Houston, TX 77042

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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.

 

 
6
Courtney B. Folkerts
CRD#: 5508989
15375 Memorial Drive, Suite 200, Houston, TX 77079

Courtney Folkerts (CRD# 5508989) 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.

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

Scott Frakes (CRD# 2740960) 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.

8
Patrick N. Garboden
CRD#: 1249312
15375 Memorial Drive, Suite 200, Houston, TX 77079

Patrick Garboden (CRD# 1249312) is an Investment Advisor Representative working at Crossmark Global Investments, Inc. in Houston, TX and has over 28 years of experience in the finance industry.

9
Kyu S. Han
CRD#: 3184278
15375 Memorial Drive, Suite 200, Houston, TX 77079

Kyu Han (CRD# 3184278) 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.

10
Jordan K. Izumi
CRD#: 6575758
15375 Memorial Drive, Suite 200, Houston, TX 77079

Jordan Izumi (CRD# 6575758) 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. 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.

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