Lynne
Russell

Americana Partners, LLC

CRD#4070943
Investment Advisor
in Houston, TX

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About this Advisor

Lynne Russell is a financial advisor based in Houston, Texas, working with Americana Partners, LLC. Lynne has previously held positions at Mcmurrey Investment Advisors LLC and Americana Partners, LLC. Lynne has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Lynne 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

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

811 Louisiana Street Suite 2420
Houston, TX 77002

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Americana Partners, LLC Brokerage Details

Total Assets Under Management

$4,945,711,483

TX Average: $3,042,739,679
Total Number of Employees

45

TX Average: 49
Total Number of Accounts

5,825

TX Average: 2,315
Average Account Size

$849,049

TX Average: $1,314,358

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

Lynne Russell Work History

2021 - Present (3 years)

Americana Partners, LLC

2010 - 2021 (11 years)

Mcmurrey Investment Advisors LLC

Disclosures

Please visit the SEC profile of Lynne Russell 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

Jake Walton
Houston, TX
Joseph Savery
Houston, TX
David Warhoftig
Dallas, TX
Benjamin Athens
Houston, TX
Gabriel Cassell
Houston, TX
Johnathan Schnitzer
Houston, TX
Kaitlin Fossen
Houston, TX
Amy Lawler
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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