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Sheri Eddings Robinson

Linscomb Wealth, Inc.

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About Sheri Eddings Robinson

Sheri Eddings Robinson is a financial advisor with Linscomb Wealth, Inc., a firm based in Houston, Texas. Sheri is a CERTIFIED FINANCIAL PLANNER™ professional and has over 20 years of experience in the industry. Sheri has a Series 7, Series 63 and Series 66 license. Before joining Linscomb Wealth, Inc., Sheri was employed by FSC Securities Corporation and BBVA Compass Investment Solutions, Inc. in Birmingham, Alabama.

Firm Information

Sheri Robinson 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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Sheri Robinson’s Registration & Firm History

TX

03/11/2021 - Present

Linscomb Wealth, Inc. (HOUSTON TX)

AL

11/07/2011 - 03/13/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (BIRMINGHAM AL)

AL

12/07/2007 - 10/28/2011

FSC SECURITIES CORPORATION (BIRMINGHAM AL)

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Licenses & Designations

BOTH

Issued 01/31/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/04/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sheri Eddings Robinson.
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