Ben Davidson, financial advisor Houston TX

Ben Davidson

CRD Number: 7490414
Current Firm: Americana Partners, LLC

Ben Davidson (CRD# 7490414) is an Investment Advisor Representative working at Americana Partners, LLC in Houston, TX and has over 2 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Americana Partners, LLC Houston, TX Jan 2022 - Current 2
Jp Morgan & Chase Houston, TX Oct 2019 - Nov 2021 2
Unemployed Houston, TX May 2019 - Oct 2019 < 1
University Of North Carolina Wilmington, NC Aug 2017 - May 2019 1
University Of South Carolina Columbia, SC Jul 2015 - Jul 2017 2
Strake Jesuit College Preparatory Houston, TX Aug 2011 - May 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Ben L. Davidson
Phone Number: 713-429-5552
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    4,946
    MILLIONS
  • Total Number of Accounts
    5,825
    ACCOUNTS
  • Average Account Value
    $849,049
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, AZ, CA, CO, CT, FL, GA, IL, LA, MO, NC, NE, NM, NY, OH, OK, TN, TX, WV

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