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Financial ADVSR advisor directory · SEC adviser records

Americana Partners, LLC financial advisors in Dallas, TX

Every SEC-registered investment adviser representative at a Americana Partners, LLC office in Dallas, A to Z.

The short answer

5 registered advisors work at Americana Partners, LLC in Dallas, out of 48 at the firm nationwide; it ranks number 103 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

Americana Partners, LLC advisors in Dallas, A to Z

Every Americana Partners, LLC advisor →

Americana Partners, LLC advisors in every city and state →Americana Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Americana Partners, LLC advisors in other cities

Houston, TX 29Beverly Hills, CA 4Midland, TX 4Austin, TX 1Chicago, IL 1Golden, CO 1Nashville, TN 1New York, NY 1Santa Fe, NM 1

Other firms in Dallas

All Dallas advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 233J.P. Morgan Securities LLC 228Morgan Stanley 226UBS Financial Services Inc. 137Goldman Sachs Wealth Services, L.P. 94Cetera Investment Advisers LLC 85Wells Fargo Clearing Services, LLC 83Rockefeller Financial LLC 78LPL Financial LLC 73Hilltop Securities Inc. 70Momentum Independent Network Inc. 69Strategic Advisers LLC 68

Questions

How many financial advisors does Americana Partners, LLC have in Dallas?

5 investment adviser representatives are registered at Americana Partners, LLC offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 48 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

Is Americana Partners, LLC one of the largest advisor employers in Dallas?

Americana Partners, LLC ranks number 103 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 233.

How do I check a Americana Partners, LLC advisor in Dallas?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Americana Partners, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.