Phillip K. Knight
AMERICANA PARTNERS | Financial Advisor
Midland, TX 79705
Some features on this profile are disabled
CRD#: 4885562
Professional summary
Phillip K Knight, CFP® is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in Midland, Texas and SAXONY SECURITIES, INC. located in Midland, Texas.
Phillip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Phillip has worked at 8 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
What are your service offerings?
Philanthropic services
Trust & estate planning
Financial planning
Loans/credit services
Retirement planning
What is your current number of clients?
Under 100
What is your minimum asset requirement?
1M
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.) 1/2025 Saxony Securities, Inc. ; Investment Related; Registered Representative; Broker Dealer; 8333 Douglas Ave. Suite 450 Dallas, TX 75225; 4 hrs/mo during trading hours. 2.) 2/2023 Americana Partners, LLC; Investment Related; Investment Advisor Representative; Investment Advisory firm; 6 Desta Dr, Suite 5950, Midland, TX 79705; 160 hours per month; all during trading hours 3.) 04/2022 Crait LLC DBA Midland Salt Co.; Salt Delivery Business ; Non- Investment related Yes; Midland, Texas; Sole Proprietor/Owner; 717 Augusta Dr, Midland, TX 79705; During business hours: 0; After business hours: 2; Accounting/Bookkeeping, Check Signing/Funds Disbursements 4.) 1/2019 High Sky Children's Ranch; Not Investment-related; 8613 W County Rd 60, Midland, TX 79707; Nonprofit service families in crisis/emergency shelter services, Treasurer and Board Member 5.) 09/2006 Independent Licensed insurance Agent; Investment Related; Midland, Texas; Term, Whole Life, Variable Universal Life, Variable Annuities, Fixed Annuities. 6.) 1/2019 Cameron Stotts Foundation; Not investment-related; 6 Desta Dr, Suite 5950, Midland, TX 79705; non-profit fundraising for local nonprofits, President of the Board, 5 hours per month/0 during trading hours 7) One Accord For Kids; Non-Investment Related; 18 Desta Drive, Midland, Texas 79705; Non-profit organization, Board member; started 6/15/2025; 2 hours per month during trading; providing strategic input and guidance to help the organization achieve its mission. 8) 10/2025 Jenn Phillipe Interiors LLC; Interior Design Firm; Bookkeeper; Non-Investment Related; Midland, TX; 5 Hours/Month; 0 Hours during trading hours; Assist spouse with bookkeeping and annual tax filings for interior design business, non compensated.
CRS (Client Relationship Summary) - RIA
Click below to view Phillip K Knight's 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®
CFP®
Start date: 2017
Experience
Current
February 24, 2023 - Present
AMERICANA PARTNERS, LLC
Office #1: 6 Desta Drive Suite 2551, Midland, TX 79705RIA
CRD#: 301354
Midland, TX
Current
January 16, 2025 - Present
SAXONY SECURITIES, INC.
Office #1: 6 Desta Drive Suite 5950, Midland, TX 79705BD
CRD#: 115547
Midland, TX
Past
February 27, 2023 - November 18, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Midland, TX
Past
June 1, 2009 - February 28, 2023
MORGAN STANLEY
RIA
CRD#: 149777
Midland, TX
Past
June 1, 2009 - February 28, 2023
MORGAN STANLEY
BD
CRD#: 149777
Midland, TX
Past
May 29, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
MIDLAND, TX
Past
May 29, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
MIDLAND, TX
Past
April 3, 2007 - May 29, 2007
CITICORP INVESTMENT SERVICES
RIA
CRD#: 23988
MIDLAND, TX
Past
March 29, 2007 - May 29, 2007
CITICORP INVESTMENT SERVICES
BD
CRD#: 23988
MIDLAND, TX
Past
November 21, 2006 - March 19, 2007
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
MIDLAND, TX
Past
November 15, 2006 - March 19, 2007
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
MIDLAND, TX
Past
January 11, 2005 - November 2, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Oklahoma(1/16/2025)
RR
Tennessee(1/16/2025)
IAR
Texas(2/24/2023)
RR
Texas(1/16/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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)
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.
Company Information
AMERICANA PARTNERS, LLC
Financial AdvisorCRD#: 301354Midland, TX 79705TRUST BUT VERIFY
Monitor Phillip Knight
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
