Daniel HarrisonCRD Number: 7015511
Current Firm: Americana Partners, LLC
Daniel Harrison (CRD# 7015511) is an Investment Advisor Representative working at Americana Partners, LLC in Houston, TX and has 1 year of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Americana Partners, LLC||Houston, TX||Jan 2022 - Current||< 1|
|Sutherland Resources, Inc.||Houston, TX||Jan 2010 - Current||12|
|Avalon Advisors, Llc D/b/a Avalon Investment & Advisory||Houston, TX||Sep 2018 - Dec 2019||1|
|Avalon Wealth Management||Houston, TX||Sep 2018 - Dec 2019||1|
|The Brownstone Group||Houston, TX||Jul 2017 - May 2018||< 1|
|Sutherland Resources, Inc.||Houston, TX||Aug 2016 - Jul 2017||< 1|
|Deal, Sikes & Associates||Houston, TX||Jul 2015 - Aug 2016||1|
|Unemployed||Houston, TX||May 2015 - Jul 2015||< 1|
|Texas Christian University||Ft Worth, TX||Aug 2011 - May 2015||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2021|
Total Assets Under Management2,597MILLIONS
Total Number of Accounts2,620ACCOUNTS
Average Account Value$991,262
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AL, AR, AZ, CA, CO, CT, FL, GA, LA, OH, OK, TN, TX
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