Luke Lloyd

Luke Lloyd

Senior Investment Advisor at Crossmark Wealth Management | Houston, Texas, United States

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Work Experience

Crossmark Global Investments, Inc.

Senior Investment Advisor

2018-01-01 — Present

Crossmark Global Investments, Inc.

Senior Investment Advisor

2009-10-01 — Present

Chase

Financial Advisor

2006-10-01 — 2009-10-01

Wells Fargo investments

Licensed Personal Banker

2006-03-01 — 2006-09-01

Wells Fargo

Personal Banker

2004-10-01 — 2006-02-01

Skills

investment management institutional investments screened investments equity investments fixed income investments responsible investing values based investing

Languages

English