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Lynne Russell

Americana Partners, LLC

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About Lynne Russell

Lynne Russell is a financial professional with over 13 years of experience in the financial services industry. She is currently registered with Americana Partners, LLC in Houston, Texas. Previously, Lynne worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, Texas. Lynne has experience providing financial planning, portfolio management services for individuals and businesses, and portfolio management for pooled investment vehicles.

Firm Information

Lynne Russell 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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Lynne Russell’s Registration & Firm History

TX

07/06/2021 - Present

Americana Partners, LLC (HOUSTON TX)

TX

09/19/2007 - 03/09/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)

CA

04/01/2001 - 07/30/2001

WM FINANCIAL SERVICES, INC. (IRVINE CA)

TX

09/21/2000 - 04/01/2001

BANK UNITED SECURITIES CORP. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 12/10/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/29/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lynne Russell.
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