Symphony Financial, Ltd. Company
Symphony Financial, Ltd. Company (CRD# 171816) is a financial advisory firm headquartered in Houston, TX. They manage $860,973,427 in 2,600 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management861MILLION
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Total Number of Accounts2,600ACCOUNTS
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Average Account Value$331,144
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, GA, HI, IL, LA, MD, MN, MO, NC, NM, NV, OH, OR, PA, SC, TN, TX, VA, WA
Andrew Oak (CRD# 6257006) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has over 9 years of experience in the finance industry.
William Shank (CRD# 2439086) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Kingwood, TX and has over 30 years of experience in the finance industry.
Alejandro Tapia (CRD# 4644355) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has over 21 years of experience in the finance industry.
Glenda Toon (CRD# 3267043) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in El Paso, TX and has over 23 years of experience in the finance industry.
James Armstrong (CRD# 7796423) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has 1 year of experience in the finance industry.
James Barksdale (CRD# 7738996) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has 1 year of experience in the finance industry.
Francis Burgoyne (CRD# 4653424) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has over 20 years of experience in the finance industry.
Ryan Corkran (CRD# 6313937) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has over 9 years of experience in the finance industry.
Kyle Fritz (CRD# 6772501) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has over 6 years of experience in the finance industry.
Marco Johnson (CRD# 7210495) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has 1 year of experience in the finance industry.