Gabriel Cassell (CRD# 6761125) is an Investment Advisor Representative working at Americana Partners, LLC in Houston, TX and has over 6 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Sep 2019 - Current | 4 |
| Americana Partners, LLC | Houston, TX | Jul 2019 - Current | 4 |
| Morgan Stanley Private Bank, National Association | New York, NY | May 2017 - Jul 2019 | 2 |
| Morgan Stanley | Houston, TX | Mar 2017 - Jul 2019 | 2 |
| Miles Service Corporation | Pasadena, TX | Dec 2015 - Mar 2017 | 1 |
| Nacogdoches Air Conditioning | Nacogdoches, TX | Mar 2014 - Dec 2015 | 1 |
| Stephen F. Austin State University | Nacogdoches, TX | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- TX
-
Total Assets Under Management4,946MILLIONS
-
Total Number of Accounts5,825ACCOUNTS
-
Average Account Value$849,049
- 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, IL, LA, MO, NC, NE, NM, NY, OH, OK, TN, TX, WV
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