Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Anthony Lloyd is a registered representative of Crossmark Global Investments, Inc. and Crossmark Wealth Management, LLC. He has been in the securities industry since 2006. Luke Lloyd holds the Series 66, Series 7, and SIE exams. Luke Anthony Lloyd works out of the Houston, TX office.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
TX
09/04/2009 - Present
Crossmark Global Investments, Inc. (HOUSTON TX)
TX
05/02/2009 - 08/31/2009
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
11/02/2006 - 05/02/2009
WAMU INVESTMENTS, INC. (HOUSTON TX)
TX
03/03/2006 - 10/16/2006
WELLS FARGO INVESTMENTS, LLC (HOUSTON TX)
BOTH
Issued 03/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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