Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn Ann Galfione is an Investment Advisor Representative with Linscomb Wealth, Inc. based in Houston, TX. Carolyn has been in the industry since May 1996. Carolyn has a Certified Financial Planner designation. Carolyn's specializations include: financial planning, portfolio management for businesses, and portfolio management for individuals. Carolyn's firm, Linscomb Wealth, Inc., has approximately 4.3 Billion dollars in assets under management and has offices in Houston, TX. Linscomb Wealth, Inc. provides services to individuals, trusts, charitable organizations, corporations, pensions and profit-sharing plans, and investment companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
03/11/2021 - Present
Linscomb Wealth, Inc. (HOUSTON TX)
Active
Inactive
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