TrueAdvisor
TrueAdvisor
AS
AS

Audra Lee Seymour

Crossmark Global Investments, INC.
1 Year of Experience
Broker
View SEC Summary
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.

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Employment History
Current Registrations
Crossmark Global Investments, INC.
December 2024 - Present · 1 yr 2 mos
Crossmark Distributors, INC.Broker
May 2024 - Present · 1 yr 9 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.