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Andrew B. Linbeck

Some features on this profile are disabled
CRD#: 1762524
AL

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Andrew Baird Linbeck was a registered financial professional .

Andrew is a previously registered financial professional and started their career in finance in 1987. Andrew had worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

August 11, 2017 - November 14, 2017

HIGHTOWER PRIVATE CLIENT

RIA
CRD#: 288687
HOUSTON, TX
Past

July 26, 2011 - November 14, 2017

SUSTAINABLE WOODLANDS PARTNERS, LLC

RIA
CRD#: 157862
HOUSTON, TX
Past

February 18, 2011 - October 10, 2017

SALIENT CAPITAL ADVISORS, LLC

RIA
CRD#: 153914
HOUSTON, TX
Past

December 22, 2010 - October 27, 2015

INTEGRITY CAPITAL, LLC

RIA
CRD#: 151719
HOUSTON, TX
Past

November 6, 2008 - November 14, 2017

SALIENT CAPITAL L.P.

BD
CRD#: 147912
HOUSTON, TX
Past

December 1, 2006 - January 2, 2014

GHE ADVISERS, L.P.

RIA
CRD#: 141451
HOUSTON, TX
Past

January 15, 2004 - November 14, 2017

CYPRESS CREEK PARTNERS

RIA
CRD#: 129346
HOUSTON, TX
Past

August 26, 2003 - November 11, 2008

SANDERS MORRIS LLC

BD
CRD#: 20580
HOUSTON, TX
Past

September 13, 2002 - November 14, 2017

SALIENT ADVISORS, L.P.

RIA
CRD#: 122833
HOUSTON, TX
Past

January 25, 2000 - September 18, 2002

HITHERLANE PARTNERS, LLC

RIA
CRD#: 46604
HOUSTON, TX
Past

January 12, 2000 - September 18, 2002

HITHERLANE PARTNERS, LLC

BD
CRD#: 46604
BOCA RATON, FL
Past

August 8, 1994 - January 28, 2000

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

November 25, 1987 - August 10, 1994

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 2/4/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/1/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/14/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/21/1987
General Securities Representative Examination

Current Firm

HP
HIGHTOWER PRIVATE CLIENT
HIGHTOWER PRIVATE CLIENT | SALIENT PRIVATE CLIENT, LLC | HIGHTOWER TEXAS

CRD#: 288687 / SEC#: 801-110732

PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4265 San Felipe Street 9th Floor, Houston, TX 77027
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Part 2 Brochures

SALIENT PRIVATE CLIENT, LLC (4/1/2020)

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

HIGHTOWER PRIVATE CLIENT

CRD#: 288687

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