CROSSMARK WEALTH MANAGEMENT, LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 289004). Regulatory assets under management: $1.2B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| DOLL ROBERT CHARLES | CHIEF EXECUTIVE OFFICER | — |
| WYNANT SCOTT HOWARD | MANAGING DIRECTOR | — |
| COPPEDGE JIM ANTHONY | CHIEF COMPLIANCE OFFICER | — |
| KERN MICHAEL LEO | PRESIDENT, CEO, AND TREASURER; PRESIDENT/CEO/SECRETARY/TREASURER | — |
| Jim Anthony Coppedge | CHIEF COMPLIANCE OFFICER | — |
| Robert Charles Doll | CHIEF EXECUTIVE OFFICER | — |
| Scott Howard Wynant | MANAGING DIRECTOR | — |