Christian ShankCRD Number: 4633489
Current Firm: Symphony Financial, Ltd. Company
Christian Shank (CRD# 4633489) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Kingwood, TX and has over 15 years of experience in the finance industry.
The Goff Financial Group
Linscomb & Williams
Hill Investment Group
|Symphony Financial, Ltd. Company||Houston, TX||Jul 2014 - Current||3|
|Lpl Financial LLC||Kingwood, TX||Nov 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2003|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
- Criminal Record
Total Assets Under Management223MILLIONS
Total Number of Accounts667ACCOUNTS
Average Account Value$333,741
- 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)
CO, FL, GA, LA, NC, NE, OH, PA, TX
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