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About
Sam Flynn is a Trader at Linscomb Wealth in Houston, Texas, where he manages trade execution and supports the firm's investment strategies for a wide range of clients, including high-net-worth individuals and multi-generational families. His role involves the analysis, rebalancing, and implementation of trades across diverse asset classes, with a focus on public equities, fixed income instruments, and multi-asset portfolios tailored to clients’ specific financial goals.
Before joining Linscomb Wealth in 2023, Sam built his career at TD Ameritrade, gaining hands-on experience as a Retail Trading Specialist and Trainee, where he honed his trading acumen and deepened his understanding of equity and ETF markets. His background allows him to bring a client-focused and analytical approach to investment management at Linscomb Wealth.
Sam earned a Bachelor of Business Administration (BBA) in Finance from the University of Houston, strengthening his expertise in portfolio management, investment fundamentals, and financial planning. His professional progression demonstrates a commitment to delivering precise trade execution and investment oversight, with a particular strength in supporting high-touch, comprehensive wealth management for affluent clients in the Houston area.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Linscomb Wealth | Trader | Sep 2023 to Present | — |
| TD Ameritrade | Retail Trading Specialist | Nov 2022 to Sep 2023 | — |
| TD Ameritrade | Retail Trading Trainee | May 2022 to Dec 2022 | — |
Education
University of Houston
Bachelor of Business Administration - BBA, Finance, General
2018 — 2022
Others at Linscomb & Williams, Inc. (3)
| Name | Role | Location |
|---|---|---|
| Senior Trader and Account Analyst | Houston, TX , United States | |
| Chief Investment Officer | Houston, TX , United States | |
| Trader | Houston, TX , United States |
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