Tamara
Dupont
Americana Partners, LLC
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About this Advisor
Tamara Dupont is a financial advisor based in Houston, Texas who has 1 year of relevant experience. Dupont is an advisor for Americana Partners, LLC. Their career trajectory has included roles at Barclays Capital Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Americana Partners, LLC, Purshe Kaplan Sterling Investments and Bank Of America, N.A. Dupont holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Americana Partners, LLC is an advisory firm that has its headquarters in Houston, TX. The company has offices in four locations and a total of 42 financial advisors. It manages $4 billion in total assets between its 2,560 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 34 charitable organizations. Of its 2,560 customer accounts, 46% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business has a diverse set 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. Fees for financial advisory services typically vary depending on which service is provided. Fee types charged by Americana Partners, LLC can be comprised of any combination 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
Tamara Dupont Work History
Tamara has been registered as a financial advisor for 1 years.*
Americana Partners, LLC
Purshe Kaplan Sterling Investments
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Barclays Capital Inc
*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 Tamara Dupont 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
Dallas, TX
Houston, 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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