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GC

George W. Christopherson

LINSCOMB WEALTH
Houston, TX 77027
Some features on this profile are disabled
CRD#: 1046087
GC

Professional summary


George Walter Christopherson II, CFP®, who also goes by George Walter II Christopherson, is a registered financial advisor currently at LINSCOMB WEALTH, INC. located in Houston, Texas.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. George has worked at 5 firms and has passed the Series 7 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


George Walter Ii Christopherson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view George Walter Christopherson II's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Current

March 11, 2021 - Present

LINSCOMB WEALTH, INC.

Office #1: 1333 West Loop South Suite 1500, Houston, TX 77027
RIA
CRD#: 106779
Houston, TX
Past

April 28, 1995 - December 31, 2020

LINSCOMB WEALTH, INC.

RIA
CRD#: 106779
HOUSTON, TX
Past

June 29, 1992 - February 14, 1995

OSAIC WEALTH, INC.

BD
CRD#: 23131
Past

June 10, 1985 - July 1, 1992

KAVANAUGH SECURITIES, INC.

BD
CRD#: 10606
Past

March 3, 1983 - June 17, 1985

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

September 2, 1982 - September 24, 1982

ROTAN MOSLE INC.

BD
CRD#: 727

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LW
LINSCOMB WEALTH, INC.
ATLANTA WEALTH & PENSION TEAM | LINSCOMB WEALTH, INC. | LINSCOMB & WILLIAMS INC | LINSCOMB & WILLIAMS

CRD#: 106779 / SEC#: 801-48855

RIA
Registered Investment Advisory firm - (5/2/1995 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(3/11/2021)

Exams


General Industry/Product Exam
RR
Series 7
Date: 7/17/1982
General Securities Representative Examination

Current Firm


LW
LINSCOMB WEALTH, INC.
ATLANTA WEALTH & PENSION TEAM | LINSCOMB WEALTH, INC. | LINSCOMB & WILLIAMS INC | LINSCOMB & WILLIAMS

CRD#: 106779 / SEC#: 801-48855

RIA
Registered Investment Advisory firm - (5/2/1995 Approved)
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Contact information


Main Address
1333 West Loop South Suite 1500, Houston, TX 77027
Mailing Address
Phone number
(713) 840-1000
Established
Firm type
Fiscal year end
# of Employees
52

SEC notice filing (20 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LINSCOMB WEALTH FORM ADV PART 2A BROCHURE ANNUAL AMENDMENT (3/24/2025)

Regulatory assets under management


Total Number of Accounts4,814
AUM (Assets Under Management)$ 4,566,838,983

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
09/25/2025
Cover Page
11/20/2024
01/24/2024

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LINSCOMB WEALTH, INC.

CRD#: 106779Houston, TX 77027

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Contact information


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