Heidi L. Davis
Professional summary
Heidi Leuppi Davis, CFP®, who also goes by Heidi Leuppi, is a registered financial advisor currently at LINSCOMB WEALTH, INC. located in Houston, Texas.
Heidi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Heidi has worked at 6 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Heidi Leuppi Davis's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1989
Experience
March 12, 2021 - Present
LINSCOMB WEALTH, INC.
Office #1: 1333 West Loop South Suite 1500, Houston, TX 77027April 28, 1995 - December 31, 2020
LINSCOMB WEALTH, INC.
July 28, 1992 - February 14, 1995
OSAIC WEALTH, INC.
June 11, 1991 - July 30, 1992
SUNAMERICA SECURITIES, INC.
August 3, 1990 - March 6, 1991
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
April 7, 1989 - July 31, 1990
RAYMOND JAMES & ASSOCIATES, INC.
September 24, 1987 - September 1, 1988
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
LINSCOMB WEALTH, INC.
CRD#: 106779 / SEC#: 801-48855
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/12/2021)
Exams
Current Firm
LINSCOMB WEALTH, INC.
CRD#: 106779 / SEC#: 801-48855
Contact information
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,814 |
| AUM (Assets Under Management) | $ 4,566,838,983 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 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.
