Madison Broyles, financial advisor Dallas TX

Madison Broyles

CRD Number: 6192899
Current Firm: Americana Partners, LLC

Madison Broyles (CRD# 6192899) is an Investment Advisor Representative working at Americana Partners, LLC in Dallas, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments, Inc. Albany, NY Feb 2020 - Current 1
Americana Partners, LLC Houston, TX Jan 2020 - Current 1
Axa Advisors, LLC Dallas, TX Sep 2019 - Jan 2020 < 1
Axa Advisors, LLC Dallas, TX Dec 2018 - Jan 2020 1
Unemployed Dallas, TX Apr 2018 - Dec 2018 < 1
Nfp Advisor Services Austin, TX May 2015 - Apr 2018 2
Kestra Investment Services, LLC Dallas, TX May 2015 - Apr 2018 2
Merrill Lynch, Pierce, Fenner, & Smith Incorporated Dallas, TX Apr 2013 - Apr 2015 2
Stonegate Care Team Lewisville, TX Jan 2013 - Apr 2013 < 1
Burnette's Staffing Lewisville, TX Oct 2012 - Jan 2013 < 1
Unemployed New York City, NY May 2012 - Oct 2012 < 1
Chambers Bank Springdale, AR Feb 2012 - May 2012 < 1
The Office Assistant Fayetteville, AR Jan 2009 - Jan 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2015
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Madison D. Broyles
Phone Number: 713-429-5552
Registered State(s):
  • AR
  • TX
By the Numbers
  • Total Assets Under Management
    1,756
    MILLIONS
  • Total Number of Accounts
    1,190
    ACCOUNTS
  • Average Account Value
    $1,475,910
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, CA, CO, FL, GA, LA, OK, TN, TX

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