Daniel
Harrison
Americana Partners, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Daniel Harrison is a financial advisor who works out of Houston, Texas with a total of 1 year of industry experience. Harrison is an employee of Americana Partners, LLC. During their career, Harrison has held roles at Avalon Advisors, LLC D/B/A Avalon Investment & Advisory, Avalon Wealth Management, Texas Christian University, Sutherland Resources, Inc, The Brownstone Group, Deal, Sikes & Associates and Americana Partners, LLC. Harrison has a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Texas. Americana Partners, LLC is a firm that has its headquarters in Houston, TX. The investment advisory business has offices in four locations and a total of 42 financial advisors. It controls $4 billion in assets under management among its 2,560 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 34 charities and foundations. Of its 2,560 customer accounts, 46% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Americana Partners, LLC provides a number of services, such as 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 fee schedules largely vary depending on which services are provided. Fee types billed by Americana Partners, LLC can be comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Daniel Harrison Work History
Daniel has been registered as a financial advisor for 1 years.*
Americana Partners, LLC
Sutherland Resources, Inc
Avalon Advisors, LLC D/B/A Avalon Investment & Advisory
Avalon Wealth Management
The Brownstone Group
Sutherland Resources, Inc
Deal, Sikes & Associates
Texas Christian University
*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 Daniel Harrison 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
