HD
Heidi Davis
from Linscomb & Williams
Heidi Davis is a financial advisor based in Texas, Houston,
with 36 years of experience. Heidi currently works for
Linscomb & Williams.
Heidi maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Heidi Davis works at Linscomb & Williams
Linscomb & Williams is a financial advisory firm based in Houston, Texas. It currently has approximately $4,255,388,986 of assets under management and employs about 48 people. Linscomb & Williams uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
25 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1333 West Loop South, Suite 1500, Houston, Texas, 77027
Advisor can help with
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