Luke Anthony Lloyd
Investment adviser representative at Crossmark Wealth Management, LLC
8 yearsExperience
1 stateRegistered in
$1.2BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Crossmark Wealth Management, LLCDec 2017 to now
- Capstone Asset Planning CompanySep 2009 to now
- Capstone Asset Management CompanyApr 2017 to Dec 2017
- Capstome Asset Management CompanySep 2009 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Crossmark Wealth Management, LLC
$1.2BAssets managed
723Clients
5Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5097839
- Firm CRD
- 289004