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Charles Lang Bailey jr

Americana Partners, LLC

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About Charles Lang Bailey jr

Charles Bailey jr. is a financial advisor with Americana Partners, LLC. Charles has been working in the financial services industry since June 2010. Charles is licensed to provide investment advice in Texas. Charles is registered with both FINRA and the state of Texas. Charles previously worked at Morgan Stanley. Charles is a Series 7 and Series 66 licensed financial advisor.

Firm Information

Charles Bailey jr is currently registered with Americana Partners, LLC. Americana Partners, LLC is an investment advisor based in Houston, Texas. With over 40 investment professionals, they offer financial planning, portfolio management services for individuals and businesses, and manage pooled investment vehicles. Their client base includes high-net-worth individuals, corporations, charitable organizations, pension plans, and pooled investment vehicles, with a focus on providing personalized and transparent investment solutions. Americana Partners has approximately $4.9 billion in regulatory assets under management.
Americana Partners, LLC

811 LOUISIANA STREET

HOUSTON, TX 77002

$4.95B

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Bailey jr’s Registration & Firm History

TX

02/24/2023 - Present

Americana Partners, LLC (Midland TX)

TX

07/11/2014 - 02/28/2023

MORGAN STANLEY (Midland TX)

TX

06/11/2010 - 07/15/2014

EDWARD JONES (MIDLAND TX)

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Licenses & Designations

BOTH

Issued 06/25/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Lang Bailey jr.
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