Symphony Financial, Ltd. Company

Symphony Financial, Ltd. Company (CRD# 171816) is a financial advisory firm headquartered in Houston, TX. They manage $222,604,975 in 667 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    223
    MILLION
  • Total Number of Accounts
    667
    ACCOUNTS
  • Average Account Value
    $333,741
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, GA, LA, NC, NE, OH, PA, TX

Financial Advisors at Symphony Financial, Ltd. Company
Showing 1 - 10 of 13 top financial advisors.
1
Wallace C. Burgoyne
CRD#: 35630
17725 John F Kennedy Blvd., Suite 201, Houston, TX 77032
93
Wealthminder
score

Wallace Burgoyne (CRD# 35630) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has over 38 years of experience in the finance industry.

2
Ryan E. Ferrin
CRD#: 4959515
18230 North Eldridge Parkway, Tomball, TX 77377
93
Wealthminder
score

Ryan Ferrin (CRD# 4959515) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Tomball, TX and has over 12 years of experience in the finance industry.

3
Charles P. Garland
CRD#: 4683277
2627 Chestnut Ridge, Suite 110, Kingwood, TX 77339
93
Wealthminder
score

Charles Garland (CRD# 4683277) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Kingwood, TX and has over 14 years of experience in the finance industry.

4
Gary K. Greensage
CRD#: 2742225
18230 North Eldridge Parkway, Tomball, TX 77377
93
Wealthminder
score

Gary Greensage (CRD# 2742225) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Tomball, TX and has over 22 years of experience in the finance industry.

5
Brenda R. Jackson
CRD#: 4252919
2627 Chestnut Ridge, Suite 110, Kingwood, TX 77339
93
Wealthminder
score

Brenda Jackson (CRD# 4252919) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Kingwood, TX and has over 17 years of experience in the finance industry.

6
Michael A. Mitchell
CRD#: 4848680
17725 John F Kennedy Blvd., Suite 201, Houston, TX 77032
93
Wealthminder
score

Michael Mitchell (CRD# 4848680) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has over 13 years of experience in the finance industry.

7
Glenda R. Toon
CRD#: 3267043
6006 North Mesa Street, Suite 308, El Paso, TX 79912
93
Wealthminder
score

Glenda Toon (CRD# 3267043) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in El Paso, TX and has over 17 years of experience in the finance industry.

8
Michelle A. Boeding
CRD#: 6199202
17725 John F Kennedy Blvd., Suite 201, Houston, TX 77032
90
Wealthminder
score

Michelle Boeding (CRD# 6199202) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has over 5 years of experience in the finance industry.

9
Anthony D. Griffin
CRD#: 6690807
17725 John F Kennedy Blvd., Suite 201, Houston, TX 77032
88
Wealthminder
score

Anthony Griffin (CRD# 6690807) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has 1 year of experience in the finance industry.

10
Charles E. Fulkerson
CRD#: 6768356
Kingwood, TX
87
Wealthminder
score

Charles Fulkerson (CRD# 6768356) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Kingwood, TX and has 1 year of experience in the finance industry.

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