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Lyda Iturralde, portrait

Lyda Iturralde

Chief Compliance Officer/Chief Administrative Officer at Linscomb Wealth

No current adviser or broker registrationUpdated

Lyda Iturralde is Chief Compliance Officer/Chief Administrative Officer of Linscomb Wealth, Inc., a Houston investment adviser managing $5.21B. Lyda Iturralde has passed the Series 7.

1
Licensing exams

From the IAPD record, checked 22 October 2026SEC record

Career

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.

Credentials and registrations

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 715 May 2012
Name
General Securities Representative Examination

Key facts

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

Common questions

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.

Source: Form ADV, Schedule A, filed 27 February 2026

Does Lyda Iturralde have a current investment-adviser registration?

Lyda Iturralde has no current investment-adviser or broker registration.

Source: IAPD individual record, checked 22 October 2026

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.

Source: IAPD individual record, checked 22 October 2026

Is Lyda Iturralde registered with FINRA?

No. Lyda Iturralde has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

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.

Source: IAPD individual record, checked 22 October 2026

Leadership at Linscomb Wealth

Sources

  1. IAPD individual record, CRD 5816012, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Linscomb Wealth, Inc., filed 27 February 2026. Title, control and ownership bands.
  3. Linscomb Wealth team page. Biography, education, credentials, awards and the portrait, reproduced for identification.