Network origin in Tori Lamar first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Crossmark Global Investments, Inc.
 Crossmark Global Investments, Inc. Investment ManagersFinance Crossmark Global Investments, Inc. (Crossmark) is a SEC-registered investment advisor and faith-based boutique investment management firm headquartered in Houston, Texas. The firm was founded in 1987 and is wholly-owned by Crossmark Global Holdings, Inc. Crossmark provides a full suite of investment strategies to institutional investors, financial advisors, and the clients they serve.
7
| Subsidiary | Investment Managers | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Tori Lamar via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
USAA Investment Services Co.
 USAA Investment Services Co. Financial ConglomeratesFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Financial Conglomerates | Corporate Officer/Principal | |
American General Life Insurance Co.
 American General Life Insurance Co. Life/Health InsuranceFinance American General Life Insurance Co. offers life insurance services. The company was founded in 1910 and is headquartered in Houston, TX. | Life/Health Insurance | Corporate Officer/Principal | |
| Vanderbilt University | College/University | Undergraduate Degree | |
| The University of Texas at Austin | College/University | Masters Business Admin Masters Business Admin | |
| New Mexico State University | College/University | Undergraduate Degree | |
| Missouri State University | College/University | Undergraduate Degree | |
| University of Oregon | College/University | Undergraduate Degree | |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | ||
AG Financial LLC
 AG Financial LLC Investment ManagersFinance AG Financial LLC provides investment advice. The private company is based in Salt Lake City, UT. | Investment Managers | Corporate Officer/Principal | |
Capstone Financial Solutions LLC
 Capstone Financial Solutions LLC Investment ManagersFinance Capstone Financial Solutions LLC provides investment advice. The company is headquartered in Houston, TX. | Investment Managers | Director/Board Member Director/Board Member |
Statistics
International
| United States | 18 |
Sectoral
| Finance | 11 |
| Consumer Services | 6 |
| Industrial Services | 2 |
Operational
| Portfolio Manager-Equities | 7 |
| Corporate Officer/Principal | 6 |
| Undergraduate Degree | 5 |
| Analyst-Equity | 4 |
| Investment Committee Member | 2 |
Most connected contacts
| Insiders | |
|---|---|
| Claude Carr Cody | 8 |
| Mel Cody | 7 |
| Doug E. Willingham | 5 |
| Patrick Neil Garboden | 3 |
| Tiffany Nunn | 2 |
| Scott Tallman | 1 |
| Lupe Gomez | 1 |
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