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Grant Dillingham Heemer

Crossmark Global Investments, Inc.

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About Grant Dillingham Heemer

Grant Dillingham Heemer is a financial advisor with Crossmark Global Investments, Inc., a firm with over 10 billion dollars in assets under management. Grant has been in the financial services industry since 2000 and holds several industry licenses including the Series 6, Series 7, Series 26 and Series 66. Grant works with a variety of clients including individuals, high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. In addition to financial advising, Grant serves as treasurer for Knollwood Village Civic Club.

Firm Information

Grant Heemer 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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Grant Heemer’s Registration & Firm History

TX

01/07/2021 - Present

Crossmark Global Investments, Inc. (HOUSTON TX)

TX

09/28/2000 - 10/02/2020

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 10/04/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/26/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2010

Series 7 - General Securities Representative Examination

BC

Issued 09/27/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Grant Dillingham Heemer.
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