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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Shannon Griffin is an Investment Advisor Representative at Americana Partners, LLC, a Houston-based Registered Investment Advisor. Tracy has been in the financial industry since 1995. Tracy has a broad range of experience working with high-net-worth individuals, charitable organizations, corporations and other businesses. Tracy also has experience working with pooled investment vehicles and pension and profit-sharing plans. Tracy is registered in the state of Texas and is licensed to provide financial planning, portfolio management, and selection of other advisers.
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
01/18/2022 - Present
Americana Partners, LLC (HOUSTON TX)
TX
05/17/2019 - 10/05/2023
PURSHE KAPLAN STERLING INVESTMENTS (Houston TX)
TX
06/01/2009 - 05/06/2019
MORGAN STANLEY (HOUSTON TX)
TX
07/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HOUSTON TX)
TX
11/06/2003 - 07/25/2008
LEHMAN BROTHERS INC. (HOUSTON TX)
NY
08/25/2003 - 11/07/2003
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
TX
06/28/2000 - 04/09/2002
TRADECAST SECURITIES, LTD. (HOUSTON TX)
TX
04/25/1997 - 06/28/2000
PROTRADER SECURITIES CORPORATION (AUSTIN TX)
TX
02/01/1996 - 03/12/1996
FIRST SOUTHWEST COMPANY (DALLAS TX)
NA
10/30/1995 - 02/13/1996
MASTERSON MORELAND SAUER WHISMAN, INC.
BOTH
Issued 03/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2005
Series 3 - National Commodity Futures Examination
BC
Issued 01/25/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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