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Courtney Noel Curtis

Crossmark Global Investments, Inc.

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About Courtney Noel Curtis

Courtney Noel Curtis is a financial advisor associated with Crossmark Global Investments, Inc. in Houston, Texas. Courtney has been in the industry since May 2002 and has registrations in Texas. Courtney has worked in the financial industry for over 20 years. Courtney has a broad range of experience in financial planning and investment management. Courtney's previous experience includes working with Invesco Distributors, Inc. Courtney holds Series 6, 7, and 66 registrations.

Firm Information

Courtney Curtis is currently registered with Crossmark Global Investments, Inc.. Crossmark Global Investments, Inc. is an investment advisor based in Houston, Texas. The firm manages approximately $1 billion to $10 billion in assets for individuals, businesses, investment companies, and other institutions. Crossmark Global Investments specializes in portfolio management and offers discretionary and non-discretionary investment management services. They also participate in wrap fee programs.
Crossmark Global Investments, Inc.

15375 MEMORIAL DRIVE

HOUSTON, TX 77079

$7.00B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Courtney Curtis’s Registration & Firm History

TX

12/22/2017 - Present

Crossmark Global Investments, Inc. (HOUSTON TX)

TX

05/18/1999 - 11/28/2014

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 04/11/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/26/2007

Series 7 - General Securities Representative Examination

BC

Issued 05/17/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Courtney Noel Curtis.
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