Unclaimed Profile

Lyda Iturralde

LINSCOMB & WILLIAMS INC·HOUSTON, Texas

SIE, Series 7Clean recordLINSCOMB & WILLIAMS INC

1333 WEST LOOP SOUTH, HOUSTON, TX 77027CRD# 5816012Firm CRD# 106779

Profile Verification

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

Identity

Lyda Iturralde · HOUSTON, TX

Registration

CRD #5816012 · LINSCOMB & WILLIAMS INC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

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 Lyda Iturralde offer?

Lyda Iturralde specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Lyda Iturralde's credentials?

Lyda Iturralde is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lyda Iturralde located?

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

How does Lyda Iturralde charge for services?

Lyda Iturralde'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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