Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
670 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

The advisory fees are negotiable and vary depending on the type and level of service, account size, and complexity of the investment program. Fees typically take the form of an annual percentage of assets managed, generally not exceeding 1% annually, assessed quarterly. Employees, family members, and affiliates may be charged a lower fee.

Areas of Practice
Investment Management
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Advisor Information

Office location

15375 Memorial Drive, Suite 200, Houston, TX, 77079

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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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Employment History
Current Registrations
Crossmark Wealth Management, LLC
December 2018 - Present · 7 yrs 1 mo
Crossmark Global Investments, INC.
September 2009 - Present · 16 yrs 4 mos
Crossmark Distributors, INC.Broker
September 2009 - Present · 16 yrs 4 mos
Previous Registrations
Chase Investment Services CORP.Broker
May 2009 - August 2009 · 3 mos
Chase Investment Services CORP.
May 2009 - August 2009 · 3 mos
Wamu Investments, INC.
November 2006 - May 2009 · 2 yrs 6 mos
Wamu Investments, INC.Broker
November 2006 - May 2009 · 2 yrs 6 mos
Wells Fargo Investments, LLC
April 2006 - October 2006 · 6 mos
Wells Fargo Investments, LLCBroker
March 2006 - October 2006 · 7 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Luke Anthony Lloyd - Financial Advisor | AdvisorDiscover