Courtney
Curtis
Crossmark Global Investments, Inc
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About this Advisor
Courtney Curtis is a financial advisor based in Houston, Texas, working with Crossmark Global Investments, Inc. Courtney has previously held positions at A I M Distributors, Inc, Invesco Advisers, Inc, Recognos Financial, and Crossmark Global Investments, Inc. Courtney has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Courtney is part of Crossmark Global Investments, Inc, which operates out of Houston, Texas. The firm has 1 office and 45 employees. The firm manages assets totaling $5.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Crossmark Global Investments, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Crossmark Global Investments, Inc Brokerage Details
$5,807,109,087
45
5,613
$1,034,582
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Courtney Curtis Work History
Crossmark Global Investments, Inc
Recognos Financial
Invesco Advisers, Inc
A I M Distributors, Inc
Disclosures
Please visit the SEC profile of Courtney Curtis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Crossmark Global Investments, Inc
Houston, TX
Houston, TX
Franklin, TN
Encino, CA
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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