Luke Anthony Lloyd
Investment Adviser Representative at Crossmark Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Luke Anthony Lloyd is an investment adviser representative in Houston, TX, currently registered with Crossmark Global Investments, Inc. and Crossmark Wealth Management, LLC. They have worked in the securities industry since 2006 and have been registered with 5 firms, including Chase Investment Services Corp. and WAMU Investments, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Capstone Asset Planning CompanySep 2009 – no end date reportedHouston, TX
- Capstome Asset Management CompanySep 2009 – Apr 2017Houston, TX
- Capstone Asset Management CompanyApr 2017 – Dec 2017Houston, TX
- Crossmark Wealth ManagementDec 2017 – no end date reportedHouston, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Crossmark Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personalized wealth and investment planning services including values-based investing, risk-return planning, institutional services, income solutions, charitable investment strategies, and retirement planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Houston, TX
- SEC file number:
- 801-110915
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 4, 2026
View full firm profileOther advisors at Crossmark Wealth Management, LLC
4 other advisors in the directory
Similar advisors in Houston, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Luke Anthony Lloyd has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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