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Irving Reyna

Linscomb Wealth, Inc.

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About Irving Reyna

Irving Reyna is a financial advisor with Linscomb Wealth, Inc. based in Houston, Texas. Irving has been in the financial services industry since 2013, working with clients on a wide range of financial needs, including retirement planning, college savings, and estate planning. He has a strong understanding of the financial markets and is committed to providing personalized advice to help clients reach their financial goals. Previously, Irving has been employed by RBC Capital Markets, LLC and Southwest Securities, Inc., both in Texas.

Firm Information

Irving Reyna is currently registered with Linscomb Wealth, Inc.. Linscomb Wealth, Inc. is a Houston, TX-based investment advisor with over $4 billion in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Linscomb Wealth, Inc.

1333 WEST LOOP SOUTH

HOUSTON, TX 77027

$4.29B

Assets Under Management

47

Total Clients

18

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Irving Reyna’s Registration & Firm History

TX

03/11/2021 - Present

Linscomb Wealth, Inc. (HOUSTON TX)

TX

05/11/2015 - 01/30/2018

RBC CAPITAL MARKETS, LLC (AUSTIN TX)

TX

02/07/2014 - 06/11/2015

SOUTHWEST SECURITIES, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 03/28/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/30/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Irving Reyna.
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