Unclaimed
William Darryl Busch is a financial advisor with over 24 years of experience. William is registered with Americana Partners, LLC and has been with the firm since 2019. William is a licensed investment advisor representative in Texas and holds both Series 7 and Series 63 licenses. He is also a Series 8 licensed principal. William has worked previously for Morgan Stanley and UBS Financial Services Inc. William specializes in providing financial planning, portfolio management, and selection of other advisors to businesses, individuals, and pooled investment vehicles. William has a broad client base, including high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. William is dedicated to providing his clients with personalized financial advice and investment solutions tailored to their individual 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.
1
2
TX
05/31/2019 - Present
Americana Partners, LLC (Austin TX)
TX
06/01/2009 - 05/06/2019
MORGAN STANLEY (AUSTIN TX)
TX
04/27/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (AUSTIN TX)
TX
02/06/2004 - 05/05/2009
UBS FINANCIAL SERVICES INC. (AUSTIN TX)
NY
10/12/1995 - 02/10/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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