Courtney Noel Curtis

Employer firm

Crossmark Global Investments, Inc. CRD 113360

$8.98B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → Present
  Crossmark Global Investments, Inc.
  Houston, TX
• 01/2015 → 07/2017
  Recognos Financial
  Houston, TX

Previous Registrations

• 2010-01-01 → 2014-11-28
  Invesco Advisers, Inc.
  Atlanta, GA
• 2008-04-14 → 2010-01-01
  Invesco Aim Private Asset Management, Inc.
  Houston, TX

Other Businesses

My husband is a financial advisor conducting business under the name Tritis Wealth Management, in the Houston metropolitan area, in operation since April 2009. This is an investment related business. My interest in the business is passive. I do not spend any time during trading hours on matters related to this business.

Exams

• S66 Uniform Combined State Law Examination
  2008-04-11

Other Names

• Courtney Curtis
• Courtney Noel Klasen Curtis
• Courtney Noel Klasen