Elizabeth
Rundgren
Americana Partners, LLC
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About this Advisor
Elizabeth Rundgren is a financial advisor based in Houston, Texas, working with Americana Partners, LLC. Elizabeth has previously held positions at Raymond James Financial Services, Inc, Van Pearcy Financial Services Lp, T.D. Stranger LLC, Raymond James Financial Services Advisors Inc, Van Pearcy's Wealth Services Team, and Americana Partners, LLC. Elizabeth has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Elizabeth is part of Americana Partners, LLC, which operates out of Houston, Texas. The firm has 5 offices and 45 employees. The firm manages assets totaling $4.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Americana Partners, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Americana Partners, LLC Brokerage Details
$4,945,711,483
45
5,825
$849,049
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
Elizabeth Rundgren Work History
Americana Partners, LLC
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, Inc
Van Pearcy Financial Services Lp
T.D. Stranger LLC
Van Pearcy'S Wealth Services Team
Disclosures
Please visit the SEC profile of Elizabeth Rundgren 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
Dallas, TX
Houston, TX
Houston, TX
Houston, TX
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