Charles L. Bailey Jr

AMERICANA PARTNERS

Midland, TX 79705

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CRD#: 5786098

Professional summary

Charles Lang Bailey Jr JR, who also goes by Charles Lang Bailey Jr, Charles Bailey, is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in Midland, Texas.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Charles has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charles Lang Bailey Jr | Charles Bailey

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) Fixed Insurance. Investment related. 6 Desta Drive Ste 5950 Midland, TX 79705. Fixed / Traditional Insurance. Agent. 02/2023. Hrs/month4 all during trading hours. Sale of Fixed / Traditional insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Lang Bailey Jr JR'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

February 24, 2023 - Present

AMERICANA PARTNERS, LLC

Office #1: 6 Desta Drive Suite 2551, Midland, TX 79705

RIA

CRD#: 301354

Midland, TX

Past

February 27, 2023 - November 18, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Midland, TX

Past

July 11, 2014 - February 28, 2023

MORGAN STANLEY

RIA

CRD#: 149777

Midland, TX

Past

July 11, 2014 - February 28, 2023

MORGAN STANLEY

CRD#: 149777

Midland, TX

Past

June 28, 2010 - July 15, 2014

EDWARD JONES

RIA

CRD#: 250

MIDLAND, TX

Past

June 11, 2010 - July 15, 2014

EDWARD JONES

CRD#: 250

MIDLAND, 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
(2/24/2023)

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: 6/25/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/10/2010

General Securities 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

Charles L. Bailey Jr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Lang Bailey Jr JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

MORGAN STANLEY

MORGAN STANLEY

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

AMERICANA PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/25/2010

SIE

Date: 10/1/2018

Series 7

Date: 6/10/2010

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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