Linscomb & Williams

Linscomb & Williams (CRD# 106779) is a financial advisory firm headquartered in Houston, TX. They manage $2,314,560,000 in 4,131 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,315
    MILLION
  • Total Number of Accounts
    4,131
    ACCOUNTS
  • Average Account Value
    $560,290
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
  • Selection of other advisers (including private fund managers)
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, CA, CO, FL, GA, LA, MD, NC, NY, OR, PA, TX, WA

Financial Advisors at Linscomb & Williams
Showing 1 - 10 of 16 top financial advisors.
1
J. Harold Williams, CPA, PFS, CFP®
CRD#: 860333
1400 Post Oak Blvd., Suite 1000, Houston, TX 77056
106
Wealthminder
score

Harold Williams is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has over 31 years of experience in the finance industry. Harold 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
Norman R. Davis
CRD#: 1222355
1400 Post Oak Blvd, Suite 1000, Houston, TX 77056
96
Wealthminder
score

Norman Davis (CRD# 1222355) is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has over 32 years of experience in the finance industry. Norman 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.

3
Edward R. Fullerton
CRD#: 1218058
1400 Post Oak Blvd. #1000, N/a, Houston, TX 77056
96
Wealthminder
score

Edward Fullerton (CRD# 1218058) is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has over 32 years of experience in the finance industry.

4
Ryan L. Patterson
CRD#: 5111777
1400 Post Oak Blvd, Suite 1000, Houston, TX 77056
96
Wealthminder
score

Ryan Patterson (CRD# 5111777) is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has over 10 years of experience in the finance industry. Ryan Patterson 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
Lauren J. Rich
CRD#: 5581926
1400 Post Oak Blvd, Suite 1000, Houston, TX 77056
96
Wealthminder
score

Lauren Rich (CRD# 5581926) is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has over 6 years of experience in the finance industry. Lauren Rich 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.

6
Sheri E. Robinson
CRD#: 4622029
1400 Post Oak Blvd, Suite 1000, Houston, TX 77056
96
Wealthminder
score

Sheri Robinson (CRD# 4622029) is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has over 17 years of experience in the finance industry. Sheri Robinson 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.

7
George F. Williams
CRD#: 733129
1400 Post Oak Blvd., Suite 1000, Houston, TX 77056
96
Wealthminder
score

George Williams (CRD# 733129) is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has over 35 years of experience in the finance industry. George Williams 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
Brandon C. Ivy
CRD#: 5565229
1925 Hughes Landing Blvd., Suite 200, The Woodlands, TX 77380
93
Wealthminder
score

Brandon Ivy (CRD# 5565229) is an Investment Advisor Representative working at Linscomb & Williams in The Woodlands, TX and has over 7 years of experience in the finance industry.

9
Jonathon D. McAdams
CRD#: 4774862
1400 Post Oak Blvd, Suite 1000, Houston, TX 77056
93
Wealthminder
score

Jonathon McAdams (CRD# 4774862) is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has over 8 years of experience in the finance industry.

10
Fred H. Mitchell
CRD#: 1618617
Humble, TX
93
Wealthminder
score

Fred Mitchell (CRD# 1618617) is an Investment Advisor Representative working at Linscomb & Williams in Humble, TX and has over 29 years of experience in the finance industry.

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