Michelle Holmes is a registered investment advisor, based in Dallas, TX, with 18 years of industry experience.
Location
8343 Douglas Ave., Suite 150, Dallas, TX, 75225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michelle works as a relationship specialist/associated vice president for Americana Partners and Americana Partners RIA, spending significantly more than full-time hours per month. She also holds board member and vice president positions in several non-investment related organizations, dedicating minimal time to each.
Employment History
Current Registrations
Saxony Securities, INC.
Saxony Securities, INC.Broker
Americana Partners, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Corps Capital Advisors, LLC
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.