Chief Compliance Officer/chief Administrative Officer · Linscomb Wealth, Inc.
Lyda Iturralde
CRD 5816012 · Named on Form ADV at one SEC-registered adviser
At a glance
Linscomb Wealth, Inc., an SEC-registered wealth manager based in Houston, TX with $5.2 billion in regulatory assets, lists Lyda Iturralde on its Form ADV as Chief Compliance Officer/chief Administrative Officer, a control person.
Firms and roles
- Linscomb Wealth, Inc.Chief Compliance Officer/chief Administrative OfficerWealth manager · Houston, TX · $5.2B in regulatory assets
AtlasMembers
Lyda’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (7)
- George W. ChristophersonChairman, Linscomb Wealth, Inc.
- Phillip P. HammanPresident & CEO, Linscomb Wealth, Inc.
- Ryan L. PattersonChief Investment Officer, Linscomb Wealth, Inc.
- Daniel L. ThorntonChief Operations Officer, Linscomb Wealth, Inc.
- Melissa HoldingBoard Member, Linscomb Wealth, Inc.
2 more people named with Lyda on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lyda’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.