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Kendahl Ryan Ross

Crossmark Global Investments, Inc.

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About Kendahl Ryan Ross

Kendahl Ryan Ross is a registered representative with Crossmark Global Investments, Inc. based in Houston, Texas. Kendahl has been in the financial industry since June 4, 2024. Kendahl holds Series 63, 65, 7TO and SIE licenses and specializes in providing financial planning and portfolio management services to individuals, businesses and investment companies.

Firm Information

Kendahl Ross 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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Kendahl Ross’s Registration & Firm History

TX

06/05/2024 - Present

Crossmark Global Investments, Inc. (HOUSTON TX)

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Licenses & Designations

BC

Issued 12/27/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/07/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/05/2024

Series 7TO - General Securities Representative Examination

BC

Issued 07/14/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kendahl Ryan Ross.
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