Heather Treigle Lindsey

Crossmark Global Investments, INC.

27 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Crossmark Global Investments, INC.

Compensation

Fee-Only (AUM)

Firm Size

20 advisors

Number of Clients

6,209 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$7.0B

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$2,500

Location

15375 Memorial Drive, Suite 200, Houston, TX, 77079

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Crossmark Global Investments, INC.

September 2021 - Present · 4 yrs 5 mos

Crossmark Distributors, INC.Broker

September 2021 - Present · 4 yrs 5 mos

Previous Registrations

Invesco Advisers, INC.

January 2010 - March 2020 · 10 yrs 2 mos

Invesco Aim Private Asset Management, INC.

March 2007 - January 2010 · 2 yrs 10 mos

Invesco Distributors, INC.Broker

October 1996 - March 2020 · 23 yrs 5 mos

State Registrations52 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.