Lyda Iturralde has been Chief Compliance Officer/Chief Administrative Officer of Linscomb Wealth since August 2022, is a control person of the firm and directly owns under 5% of it. Lyda Iturralde holds a BS in Finance from the University of Illinois Urbana-Champaign and an MA in Organizational Leadership from Concordia University Chicago.
Linscomb Wealth, Inc. is a Houston, TX firm with $5.21B under management, 1,665 clients and 25 advisers across 7 offices, as of its February 2026 filing.
Lyda Iturralde is Chief Compliance Officer and Chief Administrative Officer of Linscomb Wealth, based in Houston, Texas. She is primarily responsible for development, implementation, and oversight of the firm's compliance program, and she oversees the firm's administrative operations, including office facilities and business administration team. Before joining Linscomb Wealth in 2021, she was Global Chief Compliance Officer at Russell Investments.
No adviser firm registrations are on Lyda Iturralde’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 15 May 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- CRD
- 5816012
- Firm
- Linscomb Wealth · CRD 106779
- Role
- Chief Compliance Officer/Chief Administrative Officer
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- linscombwealth.com
Where does Lyda Iturralde work?
Lyda Iturralde has been Chief Compliance Officer/Chief Administrative Officer of Linscomb Wealth, Inc. since August 2022, and is a control person of the firm.
Does Lyda Iturralde have a current investment-adviser registration?
Lyda Iturralde has no current investment-adviser or broker registration.
What exams has Lyda Iturralde passed?
Lyda Iturralde passed the Series 7 in May 2012. FINRA credited Lyda Iturralde with the SIE, which began in October 2018.
Is Lyda Iturralde registered with FINRA?
No. Lyda Iturralde has no current broker registration.
How can I verify Lyda Iturralde’s record?
Search CRD 5816012 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lyda Iturralde’s full registration record.
Phillip HammanPresident & CEO- Jarrod BurgessBoard Member
George ChristophersonChairman- Melissa HoldingBoard Member
Ryan PattersonChief Investment Officer- Stephen RichardsonBoard Member
Daniel ThorntonChief Operations Officer
