Ben
Davidson
Americana Partners, LLC
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About this Advisor
Ben Davidson is a financial advisor working in Houston, Texas with a total of 1 year of relevant experience. Davidson is an advisor for Americana Partners, LLC. Throughout their career, Davidson has worked at Jp Morgan & Chase, Americana Partners, LLC, University Of North Carolina, University Of South Carolina and Strake Jesuit College Preparatory. Davidson holds a Series 65 license, designating them as an investment advisor representative, and is able to work in Texas. Americana Partners, LLC is a business operating out of Houston, TX. The company has offices in four locations and a total of 42 financial advisors. It oversees $4 billion in assets among its 2,560 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 34 charities and foundations. Of its 2,560 client accounts, 46% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Americana Partners, LLC provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial advisory fees typically vary depending on the type of services offered. However, fees billed by Americana Partners, LLC likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Americana Partners, LLC Brokerage Details
$3,832,019,871
42
2,560
$1,496,883
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Ben Davidson Work History
Ben has been registered as a financial advisor for 1 years.*
Americana Partners, LLC
Jp Morgan & Chase
University Of North Carolina
University Of South Carolina
Strake Jesuit College Preparatory
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ben Davidson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Americana Partners, LLC
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Austin, TX
Houston, TX
Midland, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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