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Abby Barnett Steininger

Linscomb Wealth, Inc.

Houston, TX

CRD 6947559

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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 2021-12-02
  • TX RA
    APPROVED
    Since 2021-12-02

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
Bbva Securities Inc Houston TX 04/2018 05/2019
Compass Bank Birmingham AL 07/2016 05/2019
Bbva Compass Insurance Agency, Inc. Austin TX 04/2018 05/2019
Bbva Wealth Solutions, Inc. Houston TX 02/2019 05/2019
Avalon Wealth Management Llc Houston TX 05/2019 06/2021
Avalon Investment & Advisory Houston TX 05/2019 06/2021
Linscomb & Williams Houston TX 06/2021 Present
  • 04/2018 → 05/2019
    Bbva Securities Inc
    Houston, TX
  • 07/2016 → 05/2019
    Compass Bank
    Birmingham, AL
  • 04/2018 → 05/2019
    Bbva Compass Insurance Agency, Inc.
    Austin, TX
  • 02/2019 → 05/2019
    Bbva Wealth Solutions, Inc.
    Houston, TX
  • 05/2019 → 06/2021
    Avalon Wealth Management Llc
    Houston, TX
  • 05/2019 → 06/2021
    Avalon Investment & Advisory
    Houston, TX
  • 06/2021 → Present
    Linscomb & Williams
    Houston, TX
Previous Registrations
  • 2019-06-12 → 2021-07-01
    Avalon Investment & Advisory
    Houston, TX
  • 2019-02-26 → 2019-05-22
    Pnc Managed Account Solutions, Inc.
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-25
  • S66 Uniform Combined State Law Examination
    2019-02-25
Other Names
  • Abby E Barnett
  • Abby Elizabeth Barnett

View on SEC IAPD

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