Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Leuppi Davis is a financial advisor with Linscomb Wealth, Inc. in Houston, Texas. Heidi has been in the financial industry for over 30 years and has a strong background in providing financial planning and investment management services to individuals, families, and businesses. She holds a Series 7 and a Series 63 license and is a Certified Financial Planner™ and a Personal Financial Specialist™. Heidi's prior experience includes time with Royal Alliance Associates, Inc., SunAmerica Securities, Inc., Anchor National Financial Services, Inc., and Raymond James & Associates, Inc. Heidi has been with Linscomb Wealth, Inc. since 1992.
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.
1
2
TX
03/12/2021 - Present
Linscomb Wealth, Inc. (HOUSTON TX)
NA
07/28/1992 - 02/14/1995
ROYAL ALLIANCE ASSOCIATES, INC.
NA
06/11/1991 - 07/30/1992
SUNAMERICA SECURITIES, INC.
NA
08/03/1990 - 03/06/1991
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
04/07/1989 - 07/31/1990
RAYMOND JAMES & ASSOCIATES, INC.
NA
09/24/1987 - 09/01/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BC
Issued 07/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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