Americana Partners, LLC
Americana Partners, LLC (CRD# 301354) is a financial advisory firm headquartered in Houston, TX. They manage $2,597,106,338 in 2,620 accounts and serve the financial needs of clients across 13 states (or territories).
-
Total Assets Under Management2,597MILLION
-
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
Tomiko Arthur (CRD# 4192549) is an Investment Advisor Representative working at Americana Partners, LLC in Houston, TX and has over 5 years of experience in the finance industry.
Benjamin Athens (CRD# 6396398) is an Investment Advisor Representative working at Americana Partners, LLC in Houston, TX and has over 7 years of experience in the finance industry.
William Busch (CRD# 2631262) is an Investment Advisor Representative working at Americana Partners, LLC in Austin, TX and has over 26 years of experience in the finance industry.
William Busch (CRD# 5570827) is an Investment Advisor Representative working at Americana Partners, LLC in Dallas, TX and has over 13 years of experience in the finance industry. William Busch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Joshua Caltrider (CRD# 6087643) is an Investment Advisor Representative working at Americana Partners, LLC in Dallas, TX and has over 9 years of experience in the finance industry.
Gabriel Cassell (CRD# 6761125) is an Investment Advisor Representative working at Americana Partners, LLC in Houston, TX and has over 5 years of experience in the finance industry.
Jason Fertitta (CRD# 4460865) is an Investment Advisor Representative working at Americana Partners, LLC in Houston, TX and has over 20 years of experience in the finance industry.
Robert Jones (CRD# 5362937) is an Investment Advisor Representative working at Americana Partners, LLC in Houston, TX and has over 13 years of experience in the finance industry.
Jean Malo (CRD# 2171513) is an Investment Advisor Representative working at Americana Partners, LLC in Houston, TX and has over 30 years of experience in the finance industry.
Marvin McMurrey (CRD# 1224092) is an Investment Advisor Representative working at Americana Partners, LLC in Houston, TX and has over 30 years of experience in the finance industry.