Unclaimed Profile

Heather Treigle Lindsey

CROSSMARK GLOBAL INVESTMENTS, INC.·HOUSTON, Texas

SIE, Series 6, Series 7, Series 24, Series 26, Series 51, Series 63, Series 66Clean record19 years registeredCROSSMARK GLOBAL INVESTMENTS, INC.

15375 MEMORIAL DRIVE, HOUSTON, TX 77079CRD# 2646043Firm CRD# 113360

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Heather Treigle Lindsey · HOUSTON, TX

Registration

CRD #2646043 · CROSSMARK GLOBAL INVESTMENTS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

CROSSMARK GLOBAL INVESTMENTS, INC.

Sep 2021 – present

INVESCO ADVISERS, INC.

Jan 2010 – Mar 2020

ATLANTA, GA

INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.

Mar 2007 – Jan 2010

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 51

Series 63

Series 66

Registration record

First registered · March 28, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CROSSMARK GLOBAL INVESTMENTS, INC.

CRD 113360 · SEC 801-17695

AUM

$7.0B

Regulatory assets under management

Employees

6,198 client accounts

Services offered by CROSSMARK GLOBAL INVESTMENTS, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at CROSSMARK GLOBAL INVESTMENTS, INC. →

Introduction

Speak with Heather

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Heather is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HOUSTON?

Browse all registered financial advisors in HOUSTON, Texas or claim this profile if it's yours.

Browse HOUSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Heather Treigle Lindsey offer?

Heather Treigle Lindsey specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.

What are Heather Treigle Lindsey's credentials?

Heather Treigle Lindsey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Heather Treigle Lindsey located?

Heather Treigle Lindsey is based in HOUSTON, Texas, working with CROSSMARK GLOBAL INVESTMENTS, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Heather Treigle Lindsey charge for services?

Heather Treigle Lindsey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CROSSMARK GLOBAL INVESTMENTS, INC.?

CROSSMARK GLOBAL INVESTMENTS, INC. has approximately 51 employees and manages $7.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →