Symphony Financial, Ltd. Company

Symphony Financial, Ltd. Company (CRD# 171816) is a financial advisory firm headquartered in Houston, TX. They manage $136,092,011 in 608 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    608
    ACCOUNTS
  • Average Account Value
    $223,836
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.

GA, LA, NE, OH, TX

Financial Advisors at Symphony Financial, Ltd. Company
Showing 1 - 10 of 10 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 37 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 21 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 16 years of experience in the finance industry.

8
William E. Shank
CRD#: 2439086
2627 Chestnut Ridge, Suite 110, Kingwood, TX 77339
83
Wealthminder
score

William Shank (CRD# 2439086) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Kingwood, TX and has over 23 years of experience in the finance industry.

9
Alejandro A. Tapia
CRD#: 4644355
17725 John F Kennedy Blvd., Suite 201, Houston, TX 77032
83
Wealthminder
score

Alejandro Tapia (CRD# 4644355) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has over 14 years of experience in the finance industry.

10
Christian N. Shank
CRD#: 4633489
2627 Chestnut Ridge, Suite 110, Kingwood, TX 77339
73
Wealthminder
score

Christian Shank (CRD# 4633489) 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.

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