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Mary Lynn Meadows

Crossmark Global Investments, INC.
5 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

Mary is a co-owner of The Hidden Gem, LLC, a jewelry sales business, since 2014. She is a silent partner and dedicates minimal time to this activity.

Employment History
Current Registrations
Crossmark Global Investments, INC.
June 2021 - Present · 4 yrs 8 mos
Crossmark Distributors, INC.Broker
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Edward Jones
March 2019 - September 2019 · 6 mos
Edward JonesBroker
February 2019 - September 2019 · 7 mos
State Registrations6 states
AZCONMOKTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.