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).
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Total Assets Under Management4,697MILLION
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Total Number of Accounts5,504ACCOUNTS
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Average Account Value$853,300
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AL, AR, CA, CO, FL, GA, KY, LA, MD, NC, NY, OR, PA, SC, TN, TX, VA, WA
Jessica Banitt (CRD# 6756709) is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has over 6 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.
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.
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.
Heidi Davis (CRD# 1700988) is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has over 34 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.
Edward Fullerton (CRD# 1218058) is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has over 39 years of experience in the finance industry.
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.
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.
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.
Brandon Ivy (CRD# 5565229) is an Investment Advisor Representative working at Linscomb & Williams in The Woodlands, TX and has over 14 years of experience in the finance industry.
William Kring (CRD# 2564876) is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has over 28 years of experience in the finance industry. William Kring 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.