CJ
CJ

Charles Lang Bailey JR

15 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

6 Desta Drive, Suite 5950, Midland, TX, 79705

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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 ActivitiesSells Insurance

Charles is a Private Wealth Advisor at Americana Partners, LLC, dedicating nearly full-time hours to advising clients and providing investment advice. He also works as an agent for PKS Financial and Fixed Insurance, selling fixed and traditional insurance products, spending minimal time on each.

Employment History
Current Registrations
Americana Partners, LLC
February 2023 - Present · 3 yrs
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
February 2023 - November 2024 · 1 yr 9 mos
Morgan Stanley
July 2014 - February 2023 · 8 yrs 7 mos
Morgan StanleyBroker
July 2014 - February 2023 · 8 yrs 7 mos
Edward Jones
June 2010 - July 2014 · 4 yrs 1 mo
Edward JonesBroker
June 2010 - July 2014 · 4 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.