Geo Thomas Kuzhippil
Investment adviser representative at Crossmark Global Investments, Inc.
10 yearsExperience
1 stateRegistered in
$9BFirm assets
44 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Crossmark Global Investments, Inc.Oct 2024 to now
- Kuzhippil Real Estate, LLCJan 2017 to now
- Kestra Investment Services, IncJul 2023 to Apr 2024
- UnemployedJun 2023 to Jul 2023
- Equitable Advisors, LLCNov 2022 to Jun 2023
- Medina Wireless, Inc.Jan 2019 to Jan 2021
- University of HoustonAug 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Crossmark Global Investments, Inc.
$9BAssets managed
7,902Clients
19Advisers
44 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
- 7661449
- Firm CRD
- 113360