Elizabeth Pappas

Employer firm

Linscomb Wealth, Inc. CRD 106779

$5.21B regulatory AUM 183 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 05/2017
  Champion Concessions, Llc
  College Station, TX
• 08/2017 → 11/2018
  Kpmg, Llp
  Houston, TX
• 08/2012 → 08/2017
  Texas A & M
  College Station, TX
• 02/2019 → 05/2023
  Avalon Wealth Management Llc
  Houston, TX
• 02/2019 → 05/2023
  Avalon Advisors Llc
  Houston, TX
• 05/2023 → 06/2024
  Corient
  Houston, TX
• 05/2023 → 07/2023
  Cipw Service Company, Llc
  Toronto
• 07/2023 → 06/2024
  Corient Services Llc
  Miami, FL
• 07/2024 → Present
  Linscomb Wealth, Inc.
  Houston, TX

Previous Registrations

• 2023-05-02 → 2024-07-08
  Corient
  Miami, FL
  Houston, TX
• 2020-12-19 → 2023-07-21
  Avalon Investment & Advisory
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-12-18

Designations

• Certified Financial Planner