Phillip
Knight
Americana Partners, LLC
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About this Advisor
Phillip Knight is a financial advisor based in Midland, Texas, working with Americana Partners, LLC. Phillip has previously held positions at Citigroup Global Markets Inc, Americana Partners, LLC, Morgan Stanley Private Bank, N.A, Purshe Kaplan Sterling Investments, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Phillip has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Phillip is part of Americana Partners, LLC, which operates out of Midland, 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
Phillip Knight Work History
Americana Partners, LLC
Purshe Kaplan Sterling Investments
Morgan Stanley Private Bank, N.A
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Disclosures
Please visit the SEC profile of Phillip Knight to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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