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LR

Lynne Russell

AMERICANA PARTNERS
Houston, TX 77002
Some features on this profile are disabled
CRD#: 4070943
LR

Professional summary

Lynne Russell, who also goes by Mary Lynne Hill ^, Mary Lynne Karpf ^, Mary Lynn Russell, Mary Lynne Russell, is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in Houston, Texas.

Lynne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Lynne has worked at 5 firms and has passed the Series 66, Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mary Lynne Hill ^ | Mary Lynne Karpf ^ | Mary Lynn Russell | Mary Lynne Russell

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynne Russell'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

July 6, 2021 - Present

AMERICANA PARTNERS, LLC

Office #1: 811 Louisiana Street Suite 2420, Houston, TX 77002
RIA
CRD#: 301354
Houston, TX
Past

April 1, 2010 - August 17, 2021

MCMURREY INVESTMENT ADVISORS LLC

RIA
CRD#: 144833
HOUSTON, TX
Past

December 14, 2007 - March 9, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
HOUSTON, TX
Past

September 19, 2007 - March 9, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
HOUSTON, TX
Past

April 1, 2001 - July 30, 2001

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

September 21, 2000 - April 1, 2001

BANK UNITED SECURITIES CORP.

BD
CRD#: 30288
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".
AP
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
(7/6/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/10/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/29/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/18/2007
General Securities Representative Examination

Current Firm

AP
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
50

SEC notice filing (29 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts5,931
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.

Company Information

AMERICANA PARTNERS, LLC

CRD#: 301354Houston, TX 77002

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