Kendahl
Ross

Crossmark Global Investments, Inc

CRD#7935362
Investment Advisor
in Houston, TX

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About this Advisor

Kendahl Ross is a financial advisor based in Houston, Texas, working with Crossmark Global Investments, Inc. Kendahl has previously held positions at Truly Enchanting Entertainment, Ken Ross State Farm Insurance Agency, Crossmark Global, Davidson College, Sam Houston State University Football Team, Davidson College Athletic Training Staff, Tikiz Shaved Ice, Peter Story State Farm Insurance Agency, University Of The Incarnate Word, Sam Houston State University, Lincoln Christian University, Johnson University, and Concordia Lutheran High School. Kendahl has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Kendahl 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

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

15375 Memorial Drive Suite 200
Houston, TX 77079

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Crossmark Global Investments, Inc Brokerage Details

Total Assets Under Management

$5,807,109,087

TX Average: $3,042,739,679
Total Number of Employees

45

TX Average: 49
Total Number of Accounts

5,613

TX Average: 2,315
Average Account Size

$1,034,582

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Kendahl Ross Work History

2024 - Present (0 year)

Crossmark Global

2024 - Present (0 year)

Johnson University

2023 - Present (1 year)

Lincoln Christian University

2020 - Present (4 years)

Ken Ross State Farm Insurance Agency

2023 - 2023 (< 1 year)

Peter Story State Farm Insurance Agency

2023 - 2023 (< 1 year)

University Of The Incarnate Word

2021 - 2022 (1 year)

Sam Houston State University Football Team

2021 - 2022 (1 year)

Tikiz Shaved Ice

2020 - 2022 (2 years)

Sam Houston State University

2019 - 2019 (< 1 year)

Davidson College

2019 - 2019 (< 1 year)

Davidson College Athletic Training Staff

2018 - 2022 (4 years)

Truly Enchanting Entertainment

2018 - 2020 (2 years)

Davidson College

2014 - 2018 (4 years)

Concordia Lutheran High School

Disclosures

Please visit the SEC profile of Kendahl Ross 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

Kendahl Ross
Houston, TX
Stephen Mambuca
Encino, CA
Seth Gasick
Franklin, TN
Robert Thompson
Houston, TX
Patricia Mims
Houston, TX
Mary Meadows
Houston, TX
Zachariah Abercia
Houston, TX
Jared Cullivan
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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