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Elizabeth Jordan Rundgren

14 Years of Experience
Sells Insurance
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.

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Other Business ActivitiesSells Insurance

Elizabeth is an independent licensed insurance agent since 2013, selling life, accident, health, and HMO insurance. She also owns property with retained mineral interests, requiring minimal time.

Employment History
Current Registrations
Americana Partners, LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2014 - April 2024 · 10 yrs 3 mos
Raymond James Financial Services, INC.Broker
October 2011 - April 2024 · 12 yrs 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.