Devin Morrison
Professional Summary
Devin Morrison is a registered financial advisor currently at CROSSMARK DISTRIBUTORS, INC. located in Houston, Texas. Devin is registered as a RR (Registered Representative) and started their career in finance in 2025. Devin has worked at 1 firm and has passed the Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
1 years in the financial services industry
Current & Past Employments
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Current Firm
CAPSTONE ASSET PLANNING COMPANY | TENNECO ASSET PLANNING COMPANY | CROSSMARK DISTRIBUTORS, INC.
Contact Information
Main Address
9753 Katy Freeway Suite 200, Houston, TX 77024Mailing Address
9753 Katy Freeway Suite 200, Houston, TX 77024Phone Number
(713) 260-9000Established
Delaware since 11/09/1983Firm Type
CorporationFiscal Year End
MarchFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CROSSMARK GLOBAL HOLDINGS, INC. | PARENT COMPANY | — |
| COPPEDGE, JIM ANTHONY | GENERAL COUNSEL / CHIEF COMPLIANCE OFFICER / PRINCIPAL | 3275004 |
| LINDSEY, HEATHER TREIGLE | PRESIDENT / CHIEF EXECUTIVE OFFICER / DIRECTOR | 2646043 |
| MIMS, PATRICIA | FINOP | 6954516 |
| WYNANT, SCOTT HOWARD | EXECUTIVE VICE PRESIDENT / PRINCIPAL | 1037373 |
Disclosures
Regulatory Event
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 2025About the Series 6TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Devin Morrison's CRS (Customer Relationship Summary).
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