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Daniel Finley Harrison

Americana Partners, LLC

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About Daniel Finley Harrison

Daniel Finley Harrison is an investment advisor representative for Americana Partners, LLC. Daniel is based in Houston, Texas. Daniel's primary registration is as an Investment Advisor Representative. Daniel has a Series 65 license and a SIE designation. Daniel's specializations include Retirement Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, and Financial Planning. Americana Partners, LLC is a fee-only firm. Their services include Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Pooled Investment Vehicles. Their typical clients include charitable organizations, high-net-worth individuals, individuals other than high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans.

Firm Information

Daniel Harrison 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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Daniel Harrison’s Registration & Firm History

TX

01/20/2022 - Present

Americana Partners, LLC (HOUSTON TX)

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Licenses & Designations

IA

Issued 09/01/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/29/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Finley Harrison.
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