Nicholas
Ibanez
Linscomb & Williams
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About this Advisor
Nicholas Ibanez is a certified financial planner based in Houston, Texas, with a total of 2 years of industry experience. Ibanez is currently employed by Linscomb & Williams. They have spent their entire employment at Linscomb & Williams. Ibanez holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Linscomb & Williams is a firm headquartered in Houston, TX. It has offices in five locations and a total of 52 people on staff. It oversees $4 billion in total assets among its 5,402 accounts, making it one of the biggest firms in the country by assets under management. The firm advises eight charitable organizations. Of its 5,402 customer accounts, 54% belong to high-net-worth individuals who have greater than $1 million in assets. Linscomb & Williams has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial management fee schedules usually depend on which services the firm provides the client. Fee types charged by Linscomb & Williams may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Linscomb & Williams Brokerage Details
$4,256,695,235
52
5,402
$787,985
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Nicholas Ibanez Work History
Nicholas has been registered as a financial advisor for 2 years.*
Linscomb & Williams Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicholas Ibanez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
