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
Wayne Lilly (CRD# 7734306) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has 1 year of experience in the finance industry.
Paul McCutchen (CRD# 7887634) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has 1 year of experience in the finance industry.
Sammy McLeod (CRD# 7763978) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has 1 year of experience in the finance industry.
Joshua McMillan (CRD# 7118277) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has over 4 years of experience in the finance industry.
Reagan Newton (CRD# 7636930) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has 1 year of experience in the finance industry.
Justin Purvis (CRD# 5944639) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has over 12 years of experience in the finance industry.
Sean Roth (CRD# 7707695) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has 1 year of experience in the finance industry.
Samer Salha (CRD# 7738908) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has 1 year of experience in the finance industry.