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Nicholas X Ibanez

Linscomb Wealth, Inc.

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About Nicholas X Ibanez

Nicholas Ibanez is a financial advisor at Linscomb Wealth, Inc. based in Houston, TX. Nicholas has been in the financial services industry since 2010, with prior experience at Southwest Securities, Inc. Nicholas is a Certified Financial Planner and holds the Series 7 and Series 66 securities licenses. Nicholas specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Linscomb Wealth, Inc. is a registered investment advisor with over 4.2 billion dollars in assets under management.

Firm Information

Nicholas Ibanez 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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Nicholas Ibanez’s Registration & Firm History

TX

03/11/2021 - Present

Linscomb Wealth, Inc. (HOUSTON TX)

TX

10/18/2010 - 05/07/2013

SOUTHWEST SECURITIES, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 04/18/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/15/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas X Ibanez.
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