CROSSMARK DISTRIBUTORS, INC.

Broker-DealerFINRA MemberEst. 1984
Total AUM
Advisory reps
31
Avg account
$0

Firm details

Headquarters
HOUSTON, Texas
CRD number
14970
Registered since
January 13, 1984

Firm profile

FINTRX

Overview

Crossmark Distributors, Inc. is incorporated and has been registered with the SEC since 1984. The firm is listed as owned by a domestic entity and/or individual and is classified in FINTRX as "Unclassified." The public record here does not describe any advisory business lines, fee schedules, or a defined client base. The profile shows that Crossmark Distributors is not identified as a capital allocator, is not flagged as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. Beyond these regulatory and organizational attributes, the dataset contains no detail on investment mandates, product shelf, or advisory services.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • JAMES JACOBY

    Chief Operating OfficerCRD 2157539

  • JIM COPPEDGE

    General Counsel & Chief Compliance OfficerCRD 3275004

  • ROBERT DOLL

    Chief Executive Officer​ and Chief Investment OfficerCRD 1748378

Contacts

3 of 28
  • KYU HAN

    Director of Client ServiceCRD 3184278

  • LUKE LLOYD

    Senior Investment AdvisorCRD 5097839

  • STEVEN BLOKDYK

    Regional Vice PresidentCRD 2299816

Unlock 25 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
9753 Katy Fwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth