Areas of Practice
Investment Management
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
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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.

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Employment History
Current Registrations
Crossmark Global Investments, INC.
December 2017 - Present · 8 yrs 2 mos
Crossmark Distributors, INC.Broker
December 2017 - Present · 8 yrs 2 mos
Previous Registrations
Invesco Advisers, INC.
January 2010 - October 2017 · 7 yrs 9 mos
Invesco Aim Private Asset Management, INC.
July 2005 - January 2010 · 4 yrs 6 mos
Invesco Distributors, INC.Broker
May 1999 - September 2017 · 18 yrs 4 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.