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Matthew Stephen Britton

Linscomb Wealth, Inc.

Houston, TX

CRD 7204339

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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:

Current Employers
Linscomb Wealth, Inc.

1333 West Loop South Suite 1500, Houston, TX 77027 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-15
  • TX RA
    APPROVED
    Since 2024-04-15

Branch Locations

1333 West Loop South Suite 1500, Houston, TX 77027 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 12/2019 04/2024
Mainfreight Usa, Inc Carson CA 03/2018 11/2019
Carotrans International, Inc Clark NJ 01/2009 03/2018
Linscomb Wealth, Inc. Houston TX 04/2024 Present
  • 12/2019 → 04/2024
    St Louis, MO
  • 03/2018 → 11/2019
    Mainfreight Usa, Inc
    Carson, CA
  • 01/2009 → 03/2018
    Carotrans International, Inc
    Clark, NJ
  • 04/2024 → Present
    Houston, TX
Previous Registrations
  • 2020-02-20 → 2024-04-15
    The Woodlands, TX
    Conroe, TX
    St Louis, MO
    Conroe, TX
    The Woodlands, TX
    The Woodlands, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-19
  • S66 Uniform Combined State Law Examination
    2020-02-19
Designations
  • Certified Financial Planner

View on SEC IAPD

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