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Courtney Noel Curtis

Crossmark Global Investments, INC.
23 Years 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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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
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.