Heather T. Lindsey
Professional summary
Heather Treigle Lindsey, who also goes by Heather J. Lindsey, Heather J Treigle, Heather Jeanne Treigle, Heather Treigle-lindsey, is a registered financial advisor currently at CROSSMARK GLOBAL INVESTMENTS, INC. located in Houston, Texas and CROSSMARK DISTRIBUTORS, INC. located in Houston, Texas.
Heather is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Heather has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 24, Series 51 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Heather Treigle Lindsey's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 21, 2021 - Present
CROSSMARK GLOBAL INVESTMENTS, INC.
Office #1: 15375 Memorial Drive Suite 200, Houston, TX 77079September 21, 2021 - Present
CROSSMARK DISTRIBUTORS, INC.
Office #1: 15375 Memorial Drive Suite 200, Houston, TX 77079Office #2: 15375 Memorial Drive Suite 200, Houston, TX 77079January 1, 2010 - March 6, 2020
INVESCO ADVISERS, INC.
March 28, 2007 - January 1, 2010
INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.
October 11, 1996 - March 6, 2020
INVESCO DISTRIBUTORS, INC.
Primary Firm SEC Registration
CROSSMARK GLOBAL INVESTMENTS, INC.
CRD#: 113360 / SEC#: 801-17695
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
FINRA
Current Firm
CROSSMARK GLOBAL INVESTMENTS, INC.
CRD#: 113360 / SEC#: 801-17695
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,314 |
| AUM (Assets Under Management) | $ 7,093,712,521 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
