Franklin Ruben

AMERICANA PARTNERS

Houston, TX 77002

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CRD#: 2059651

Professional summary

Franklin Ruben is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in Houston, Texas.

Franklin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Franklin has worked at 6 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Braes Link Villas II Homeowners Association, Not investment related, 17049 El Camino Real #100 Houston, TX 77058, Houston Community Management Services, Board Member, 8/2024, 5-10 hours/month, 0 hours during trading hours, Establish budgets, dues, penalties/ Approving contracts/ State and Federal Filings

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Franklin Ruben's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 8, 2025 - Present

AMERICANA PARTNERS, LLC

Office #1: 811 Louisiana Street Suite 2420, Houston, TX 77002

RIA

CRD#: 301354

Houston, TX

Past

May 10, 2023 - August 12, 2024

CORIENT

RIA

CRD#: 319448

Houston, TX

Past

January 14, 2013 - December 31, 2013

AVALON WEALTH MANAGEMENT LLC

CRD#: 162745

HOUSTON, TX

Past

June 4, 2012 - July 21, 2023

AVALON INVESTMENT & ADVISORY

RIA

CRD#: 112556

HOUSTON, TX

Past

July 29, 2011 - March 19, 2012

INVESCO ADVISERS, INC.

RIA

CRD#: 105360

ATLANTA, GA

Past

August 10, 2000 - March 19, 2012

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERICANA PARTNERS, LLC

AMERICANA PARTNERS INTERNATIONAL, LLC | NRG ADVISORS, LLC | AMERICANA PARTNERS, LLC

CRD#: 301354 / SEC#: 801-115018

RIA

Registered Investment Advisory firm - (4/17/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(9/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/28/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/6/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/15/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/9/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AMERICANA PARTNERS, LLC

AMERICANA PARTNERS INTERNATIONAL, LLC | NRG ADVISORS, LLC | AMERICANA PARTNERS, LLC

CRD#: 301354 / SEC#: 801-115018

RIA

Registered Investment Advisory firm - (4/17/2019 Approved)

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Contact information

Main Address

811 Louisiana Street Suite 2420, Houston, TX 77002

Mailing Address

Phone number

(713) 429-5552

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR AMERICANA PARTNERS, LLC (6/18/2025)

Regulatory assets under management

Total Number of Accounts	5,931
AUM (Assets Under Management)	$ 6,082,612,320

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Franklin Ruben

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Franklin Ruben's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORIENT

AVALON WEALTH MANAGEMENT LLC

AVALON INVESTMENT & ADVISORY

INVESCO ADVISERS, INC.

INVESCO DISTRIBUTORS, INC.

Primary Firm SEC Registration

AMERICANA PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/28/2011

Series 63

Date: 12/6/2000

Series 7

Date: 6/15/2011

Series 6

Date: 8/9/2000

Current Firm

AMERICANA PARTNERS, LLC

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERICANA PARTNERS, LLC

TRUST BUT VERIFY

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