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Joseph Cain Savery

Americana Partners, LLC

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About Joseph Cain Savery

Joseph Cain Savery is a financial advisor in Houston, Texas. Joseph has been in the industry for over 8 years and is currently registered with Americana Partners, LLC. Joseph has a Series 7, Series 66 and SIE license. Previous employers of Joseph include Purshe Kaplan Sterling Investments and Avalon Wealth Management LLC. Joseph specializes in providing financial advice to individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, pooled investment vehicles and other investment advisors.

Firm Information

Joseph Savery 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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Joseph Savery’s Registration & Firm History

TX

08/09/2021 - Present

Americana Partners, LLC (HOUSTON TX)

TX

11/18/2021 - 09/28/2023

PURSHE KAPLAN STERLING INVESTMENTS (Houston TX)

TX

08/13/2015 - 08/03/2021

AVALON WEALTH MANAGEMENT LLC (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 09/25/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Cain Savery.
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