Unclaimed Profile

Heidi Leuppi Davis

LINSCOMB & WILLIAMS INC·HOUSTON, Texas

Series 7, Series 6331 years registeredLINSCOMB & WILLIAMS INC

1400 POST OAK BLVD, HOUSTON, TX 77056CRD# 1700988Firm CRD# 106779

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Heidi Leuppi Davis · HOUSTON, TX

Registration

CRD #1700988 · LINSCOMB & WILLIAMS INC · 31 years registered

Brand Profile

Not yet started

Career History

LINSCOMB WEALTH, INC.

Mar 2021 – present

LINSCOMB & WILLIAMS

Apr 1995 – Dec 2020

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · April 28, 1995

Years registered · 31

Disclosure History

1994Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LINSCOMB & WILLIAMS INC

CRD 106779 · SEC 801-48855

AUM

$4.3B

Regulatory assets under management

Employees

5,128 client accounts

Services offered by LINSCOMB & WILLIAMS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LINSCOMB & WILLIAMS INC →

Introduction

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Frequently Asked Questions

What services does Heidi Leuppi Davis offer?

Heidi Leuppi Davis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Heidi Leuppi Davis's credentials?

Heidi Leuppi Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Heidi Leuppi Davis located?

Heidi Leuppi Davis is based in HOUSTON, Texas, working with LINSCOMB & WILLIAMS INC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Heidi Leuppi Davis charge for services?

Heidi Leuppi Davis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LINSCOMB & WILLIAMS INC?

LINSCOMB & WILLIAMS INC has approximately 52 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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