LM
Linde A. Murphy
M. E. ALLISON & CO.
San Antonio, TX 78209
Some features on this profile are disabled
CRD#: 4049529
LM
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, Series 7, Series 54, Series 14, Series 53, Series 4, Series 27 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Linde Schenken Murphy | Linde Allen Schenken
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.
CRS (Client Relationship Summary) - RIA
Click below to view Linde Allen Murphy's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Linde Allen Murphy's 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®
NoneExperience
Current
January 3, 2022 - Present
M. E. ALLISON & CO., INC.
Office #1: 950 E. Basse Road 2nd Fl., San Antonio, TX, 78209Office #2: 950 E. Basse Rd., Second Floor, San Antonio, TX 78209-1831Office #3: 800 N. Shoreline Blvd. Suite 1701 S, Corpus Christi, TX 78401RIA
BD
CRD#: 1047
San Antonio, TX
Current
November 30, 2012 - Present
M. E. ALLISON & CO., INC.
Office #1: 950 East Basse Road Second Floor, San Antonio, TX 78209-1831Office #2: 950 E. Basse Rd., Second Floor, San Antonio, TX 78209-1831Office #3: 800 N. Shoreline Blvd. Suite 1701 S, Corpus Christi, TX 78401RIA
BD
CRD#: 1047
San Antonio, TX
Past
March 13, 2018 - January 3, 2022
ARGENT RETIREMENT PLAN ADVISORS, LLC
RIA
CRD#: 165031
San Antonio, TX
Past
November 30, 2012 - March 13, 2018
M. E. ALLISON & CO., INC.
RIA
CRD#: 1047
SAN ANTONIO, TX
Past
April 24, 2012 - March 4, 2013
PRESIDIO FINANCIAL SERVICES, INC.
BD
CRD#: 10010
CORPUS CHRISTI, TX
Past
May 19, 2011 - April 25, 2012
WADDELL & REED
RIA
CRD#: 866
SAN ANTONIO, TX
Past
May 18, 2011 - April 25, 2012
WADDELL & REED
BD
CRD#: 866
SAN ANTONIO, TX
Past
June 11, 2009 - December 1, 2010
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
BULVERDE, TX
Past
May 17, 2001 - July 17, 2007
INVESTMENT PROFESSIONALS, INC.
BD
CRD#: 30184
SAN ANTONIO, TX
Past
June 23, 2000 - June 7, 2001
USAA INVESTMENT SERVICES COMPANY
BD
CRD#: 5475
SAN ANTONIO, TX
Past
November 24, 1999 - February 16, 2000
SANDLER, O'NEILL & PARTNERS, L.P.
BD
CRD#: 23328
NEW YORK, NY
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.
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)
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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/28/2023)
RR
Texas(11/30/2012)
IAR
Texas(1/3/2022)
RR
Virginia(7/10/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
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)
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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
13
SEC notice filing (2 States and Territories)
FINRA licenses (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 405 |
| AUM (Assets Under Management) | $ 287,435,346 |
Disclosures
| Regulatory Event | 3 |
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.
