Courtney Noel Curtis

Crossmark Global Investments, INC.

23 Years of Experience

Broker

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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.

Other Business Activities

Courtney's husband operates Tritis Wealth Management, an investment-related business, since 2009. Courtney's interest is passive and requires minimal time commitment.

Employment History

Current Registrations

Crossmark Global Investments, INC.

December 2017 - Present · 8 yrs 2 mos

Crossmark Distributors, INC.Broker

November 2017 - Present · 8 yrs 3 mos

Previous Registrations

Invesco Advisers, INC.

January 2010 - November 2014 · 4 yrs 10 mos

Invesco Aim Private Asset Management, INC.

April 2008 - January 2010 · 1 yr 9 mos

Invesco Distributors, INC.Broker

May 1999 - November 2014 · 15 yrs 6 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.