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Ryan Lenn Patterson

Linscomb Wealth, Inc.

Houston, TX

CRD 5111777

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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 2021-03-11
  • TX RA
    APPROVED
    Since 2021-03-11

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
Linscomb Wealth Houston TX 01/2012 Present
  • 01/2012 → Present
    Linscomb Wealth
    Houston, TX
Previous Registrations
  • 2012-02-08 → 2020-12-31
    Houston, TX
  • 2006-07-14 → 2012-01-19
    Uhy Capital Advisors, Llc
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-05
  • S66 Uniform Combined State Law Examination
    2006-07-05
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Ryan Patterson

View on SEC IAPD

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