Heather Lindsey has been Managing Director of Crossmark Global Investments since August 2021, is a control person of the firm and directly owns under 5% of it. Heather Lindsey holds a BS in Finance from the University of New Orleans.
Crossmark Global Investments, Inc. is a Houston, TX firm with $8.98B under management, 7,902 clients and 14 advisers across 3 offices, as of its June 2026 filing.
Heather Lindsey is Managing Director and Head of Distribution of Crossmark Global Investments. She joined Crossmark in August 2021 and leads all aspects of distribution, including retail, institutional, national accounts, and client service. She is a member of the Crossmark Executive Leadership Team and an Executive Officer for the Steward Funds. Before joining Crossmark, she was Senior Vice President, Head of Strategic Accounts at Invesco, where she held various roles over 24 years.
Heather Lindsey’s longest registration was 10 years at Invesco Advisers, Inc. (2010–2020). Before joining Crossmark Global Investments in 2021, Heather Lindsey was registered through Invesco Advisers, Inc. and Invesco Aim Private Asset Management, Inc.
- – present · 5 yearsHouston, TX · Adviser representative · Firm CRD 113360
- Invesco Advisers, Inc.– · 10 yearsAtlanta, GA · Adviser representative · Firm CRD 105360
- Invesco Aim Private Asset Management, Inc.– · 2 yearsHouston, TX · Adviser representative · Firm CRD 109264
Investment adviser representative registrations
Heather Lindsey is registered as an investment adviser representative in Texas, since September 2021.
- TexasSince 21 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 March 2007 |
| Series 24 | General Securities Principal Examination | 16 November 2006 |
| Series 7 | General Securities Representative Examination | 2 October 2006 |
| Series 51 | Municipal Fund Securities Principal Examination | 10 July 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 December 1998 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 31 March 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 October 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Heather Treigle Lindsey
- CRD
- 2646043
- Firm
- Crossmark Global Investments · CRD 113360
- Role
- Managing Director
- Office
- 9753 KATY FREEWAY, SUITE 200, Houston, TX 77024
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1998
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- crossmarkglobal.com
Where does Heather Lindsey work?
Heather Lindsey has been Managing Director of Crossmark Global Investments, Inc. since August 2021, and is a control person of the firm.
Is Heather Lindsey a financial advisor?
Yes. Heather Lindsey has a current investment-adviser registration in Texas, through Crossmark Global Investments since September 2021.
How many years of experience does Heather Lindsey have?
Heather Lindsey has 28 years in the financial industry, since April 1998, across 3 adviser firms.
What exams has Heather Lindsey passed?
Heather Lindsey has passed 7 licensing exams: the Series 6, Series 26, Series 63, Series 51, Series 7, Series 24 and Series 66. The earliest, the Series 6, was passed in October 1996. FINRA credited Heather Lindsey with the SIE, which began in October 2018.
Where did Heather Lindsey work before Crossmark Global Investments?
Before Crossmark Global Investments, Heather Lindsey was registered through Invesco Advisers, Inc., January 2010 to March 2020; Invesco Aim Private Asset Management, Inc., March 2007 to January 2010.
Where is Heather Lindsey based?
Heather Lindsey’s registered office is in Houston, TX.
Is Heather Lindsey registered with FINRA?
Yes. Heather Lindsey has a current broker registration, under CRD 2646043.
Source: FINRA BrokerCheck
How can I verify Heather Lindsey’s record?
Search CRD 2646043 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Heather Lindsey’s full registration record.
