Linscomb & Williams

Linscomb & Williams (CRD# 106779) is a financial advisory firm headquartered in Houston, TX. They manage $4,696,563,994 in 5,504 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,697
    MILLION
  • Total Number of Accounts
    5,504
    ACCOUNTS
  • Average Account Value
    $853,300
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, CA, CO, FL, GA, KY, LA, MD, NC, NY, OR, PA, SC, TN, TX, VA, WA

Financial Advisors at Linscomb & Williams
Showing 1 - 10 of 29 top financial advisors.
1
Jessica N. Banitt
CRD#: 6756709
1400 Post Oak Blvd, Suite 1000, Houston, TX 77056

Jessica Banitt (CRD# 6756709) is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has over 5 years of experience in the finance industry. Jessica Banitt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Lantz D. Bowman
CRD#: 2931189
1400 Post Oak Blvd, Suite 1000, Houston, TX 77056

Lantz Bowman (CRD# 2931189) is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has 1 year of experience in the finance industry. Lantz Bowman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
George W. Christopherson
CRD#: 1046087
1400 Post Oak Blvd, Suite 1000, Houston, TX 77056

George Christopherson (CRD# 1046087) is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has 1 year of experience in the finance industry. George Christopherson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Heidi L. Davis
CRD#: 1700988
1400 Post Oak Blvd, Suite 1000, Houston, TX 77056

Heidi Davis (CRD# 1700988) is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has over 33 years of experience in the finance industry. Heidi Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Norman R. Davis
CRD#: 1222355
1400 Post Oak Blvd, Suite 1000, Houston, TX 77056

Norman Davis (CRD# 1222355) is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has over 38 years of experience in the finance industry.

6
Edward R. Fullerton
CRD#: 1218058
1400 Post Oak Blvd, Suite 1000, Houston, TX 77056

Edward Fullerton (CRD# 1218058) is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has over 38 years of experience in the finance industry.

7
Carolyn A. Galfione
CRD#: 4360847
1400 Post Oak Blvd, Suite 1000, Houston, TX 77056

Carolyn Galfione (CRD# 4360847) is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has 1 year of experience in the finance industry. Carolyn Galfione has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Phillip P. Hamman
CRD#: 5977025
1400 Post Oak Blvd, Suite 1000, Houston, TX 77056

Phillip Hamman (CRD# 5977025) is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has 1 year of experience in the finance industry. Phillip Hamman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Nicholas X. Ibanez
CRD#: 5348477
1400 Post Oak Blvd, Suite 1000, Houston, TX 77056

Nicholas Ibanez (CRD# 5348477) is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has over 11 years of experience in the finance industry. Nicholas Ibanez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Brandon C. Ivy
CRD#: 5565229
1925 Hughes Landing Blvd, Suite 200, The Woodlands, TX 77380

Brandon Ivy (CRD# 5565229) is an Investment Advisor Representative working at Linscomb & Williams in The Woodlands, TX and has over 13 years of experience in the finance industry.

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