RC
Robert Charles Doll
CRD 1748378
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Crossmark Global Investments, Inc. | Registered representative | 07/20/2026 |
| Crossmark Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Crossmark Global Investments, Inc.
Chief Executive Officer / Chief Investment Officer · Less than 5% · Jun 2024
-
Crossmark Wealth Management, Llc
Chief Executive Officer · Less than 5% · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗