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).

By the Numbers
  • Total Assets Under Management
    5,807
    MILLION
  • Total Number of Accounts
    5,613
    ACCOUNTS
  • Average Account Value
    $1,034,582
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
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Crossmark Global Investments, Inc.
Showing 1 - 10 of 14 top financial advisors.
1
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 6 years of experience in the finance industry.

2
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 15 years of experience in the finance industry.

3
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 31 years of experience in the finance industry.

4
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 22 years of experience in the finance industry.

5
Grant D. Heemer
CRD#: 4215357
15375 Memorial Drive, Suite 200, Houston, TX 77079

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.

6
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 8 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.

7
Robert A. Karisch
CRD#: 2111100
15375 Memorial Drive, Suite 200, Houston, TX 77079

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.

8
Heather T. Lindsey
CRD#: 2646043
15375 Memorial Drive, Suite 200, Houston, TX 77079

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.

9
Luke A. Lloyd
CRD#: 5097839
15375 Memorial Drive, Suite 200, Houston, TX 77079

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.

10
Mary L. Meadows
CRD#: 7055511
15375 Memorial Drive, Suite 200, Houston, TX 77079

Mary Meadows (CRD# 7055511) is an Investment Advisor Representative working at Crossmark Global Investments, Inc. in Houston, TX and has over 4 years of experience in the finance industry.

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