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Linde Allen Murphy

M. E. ALLISON & CO.
SAN ANTONIO, TX
·CRD# 4049529·27 years experience

Professional Summary

Linde Allen Murphy, who also goes by Linde Schenken Murphy, Linde Allen Schenken, is a registered financial advisor currently at M. E. ALLISON & CO., INC. located in San Antonio, Texas. Linde is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Linde has worked at 8 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 79, Series 50,...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Linde Schenken Murphy, Linde Allen Schenken

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

27 years in the financial services industry

Current & Past Employments

M. E. ALLISON & CO., INC.·CRD# 1047
RIA
BD
1. 950 E. Basse Road 2nd Fl., San Antonio, TX, 782092. 950 E. Basse Rd., Second Floor, San Antonio, TX 78209-18313. 800 N. Shoreline Blvd. Suite 1701 S, Corpus Christi, TX 78401
January 3, 2022 - Present
M. E. ALLISON & CO., INC.·CRD# 1047
RIA
BD
1. 950 East Basse Road Second Floor, San Antonio, TX 78209-18312. 950 E. Basse Rd., Second Floor, San Antonio, TX 78209-18313. 800 N. Shoreline Blvd. Suite 1701 S, Corpus Christi, TX 78401
November 30, 2012 - Present
ARGENT RETIREMENT PLAN ADVISORS, LLC·CRD# 165031
RIA
San Antonio, TX
March 13, 2018 - January 3, 2022
M. E. ALLISON & CO., INC.·CRD# 1047
RIA
San Antonio, TX
November 30, 2012 - March 13, 2018
PRESIDIO FINANCIAL SERVICES, INC.·CRD# 10010
BD
Corpus Christi, TX
April 24, 2012 - March 4, 2013
WADDELL & REED·CRD# 866
RIA
San Antonio, TX
May 19, 2011 - April 25, 2012
WADDELL & REED·CRD# 866
BD
San Antonio, TX
May 18, 2011 - April 25, 2012
NEXT FINANCIAL GROUP, INC.·CRD# 46214
BD
Bulverde, TX
June 11, 2009 - December 1, 2010
INVESTMENT PROFESSIONALS, INC.·CRD# 30184
BD
San Antonio, TX
May 17, 2001 - July 17, 2007
USAA INVESTMENT SERVICES COMPANY·CRD# 5475
BD
San Antonio, TX
June 23, 2000 - June 7, 2001
SANDLER, O'NEILL & PARTNERS, L.P.·CRD# 23328
BD
New York, NY
November 24, 1999 - February 16, 2000

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Current Firm

M. E. ALLISON & CO., INC.
M. E. ALLISON & CO., INC.

M. E. ALLISON & CO., INC.

CRD#: 1047 / SEC#: 801-129805, 8-1402
RIA
Registered Investment Advisory firm - SEC (3/29/2024 Approved)
Texas
Registered Investment Advisory firm - SEC (7/8/2024 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

950 East Basse Road Second Floor, San Antonio, TX 78209

Mailing Address

950 East Basse Road Second Floor, San Antonio, TX 78209-1831

Phone Number

(210) 930-4000

Established

Texas since 03/09/1946

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

# of Employees

12

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

FINRA licenses (17 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

MEA FORM ADV PART 2A (6/8/2026)

Direct owners and executive officers

NamePositionCRD#
ALLISON, CHARLES BENNETTDIRECTOR4615330
ALLISON, CHRISTOPHER RUMSEYCEO/CCO2278380
MURPHY, LINDE ALLENPRESIDENT/CCO4049529

Regulatory Assets Under Management

Total Number of Accounts

499

AUM (Assets Under Management)

$366,385,125

Disclosures

Regulatory Event

3

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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.

1) Linde Murphy, Divorce Consultant, not investment-related, San Antonio, TX, provide budgeting/financial counseling for collaborative divorce process, individual consultant/business owner, started July 2013 and devote 2 hours/month, all non market hours, work with individuals going through divorce and attorneys in collaborative divorce process. 2) Angel Fire Vodka, not investment-related, San Antonio, TX, consultant for vodka sales, start April 2017, 10 hours per month, all non market hours, educate service staff on Angel Fire Vodka. 3) Linde Murphy Consulting, compliance consulting, San Antonio, TX, provide broker/dealer compliance consulting, individual consultant/business owner, started March 2018 and devote 15 hours/month all non-market hours. Work with broker/dealer on regulatory and compliance items. 4) San Antonio Profiles, Not investment related. San Antonio, TX. San Antonio Profiles is a docuseries focusing on San Antonio, TX. Position is Associate Producer. Title is Associate Producer. Start July 2023. Approximately 6 hours per month, only 3 during trading hours. Duties include providing content ideas and subject matter ideas for shows.

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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".
M. E. ALLISON & CO., INC.
M. E. ALLISON & CO., INC.

M. E. ALLISON & CO., INC.

CRD#: 1047 / SEC#: 801-129805, 8-1402
RIA
Registered Investment Advisory firm - SEC (3/29/2024 Approved)
Texas
Registered Investment Advisory firm - SEC (7/8/2024 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(7/28/2023)
RR
Missouri
(6/3/2026)
RR
Texas
(11/30/2012)
IAR
Texas
(1/3/2022)
RR
Virginia
(7/10/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2011About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1999About the Series 63 exam

Series 52TO — Municipal Securities Representative Examination

Passed Sep 2025About the Series 52TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 79 — Investment Banking Registered Representative Examination

Passed Mar 2016About the Series 79 exam

Series 50 — Municipal Advisor Representative Qualification Exam

Passed Feb 2016About the Series 50 exam

Series 7 — General Securities Representative Examination

Passed Nov 1999About the Series 7 exam

Series 54 — Municipal Advisor Principal Qualification Examination

Passed Feb 2023About the Series 54 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 53 — Municipal Securities Principal Examination

Passed Feb 2013About the Series 53 exam

Series 4 — Registered Options Principal Examination

Passed Sep 2002About the Series 4 exam

Series 27 — Financial and Operations Principal Examination

Passed May 2002About the Series 27 exam

Series 24 — General Securities Principal Examination

Passed Jun 2001About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Linde Allen Murphy's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Linde Allen Murphy's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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