GB
GB

George W.P. Biggs

21 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
1,455 clients
Average Client Portfolio
$4.2M average
Assets Under Management
$6.1B

Fee Structure

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Location

811 Louisiana Street, Suite 2420, Houston, TX, 77002

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

George is a limited partner in Phoenix Family Group LLC, a family limited partnership formed in 1993. The partnership's purpose is to manage oil and gas royalties and distributions when property is sold.

Employment History
Current Registrations
Americana Partners, LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - April 2024 · 14 yrs 10 mos
Morgan Stanley
June 2009 - April 2024 · 14 yrs 10 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
February 2004 - April 2007 · 3 yrs 2 mos
Morgan Stanley Dw INC.Broker
January 2004 - April 2007 · 3 yrs 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.