documents and assemble into a transcript of proceedings and assist in submission to the Attorney General of Texas for review...) and file with the appropriate parties. Provide documents for the required annual review of investment policies and investment...
and experience. Actively coordinate with all Linscomb Wealth internal teams (Investment, Wealth Planning, Operations, Trading... with client’s other professionals, such as CPA, estate attorney, insurance agents, and banker, “quarterbacking” the overall...
documents and assemble into a transcript of proceedings and assist in submission to the Attorney General of Texas for review...) and file with the appropriate parties. Provide documents for the required annual review of investment policies and investment...