Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Knight is a financial advisor with over 17 years of experience in the financial services industry. Phillip is currently registered with Americana Partners, LLC, a registered investment advisor located in Houston, Texas. Phillip has a strong track record of providing financial advice to individuals, families, and businesses. Phillip specializes in financial planning, portfolio management, and investment advisory services. Phillip holds the Series 7, Series 31, Series 66, and SIE licenses. Phillip is also a Certified Financial Planner™. Phillip is committed to providing his clients with personalized financial advice and strategies that are tailored to their unique needs and goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
02/24/2023 - Present
Americana Partners, LLC (Midland TX)
TX
06/01/2009 - 02/28/2023
MORGAN STANLEY (Midland TX)
TX
05/29/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MIDLAND TX)
TX
03/29/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIDLAND TX)
TX
11/15/2006 - 03/19/2007
WELLS FARGO INVESTMENTS, LLC (MIDLAND TX)
NY
01/11/2005 - 11/02/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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