Brenda JacksonCRD Number: 4252919
Current Firm: Symphony Financial, Ltd. Company
Brenda Jackson (CRD# 4252919) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Kingwood, TX and has over 20 years of experience in the finance industry.
The Goff Financial Group
Sta Wealth Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Symphony Financial, Ltd. Company||Houston, TX||Jul 2014 - Current||6|
|Lpl Financial LLC||Kingwood, TX||Feb 2012 - Current||8|
|Morgan Stanley & Company, Incorporated||Houston, TX||Jan 2007 - Feb 2012||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2000|
|S66||NASAA Uniform Combined State Law Examination||Jul 2005|
Total Assets Under Management328MILLIONS
Total Number of Accounts892ACCOUNTS
Average Account Value$367,303
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, GA, LA, MD, NC, OH, PA, TX
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