Symphony Financial Services, Inc.
Symphony Financial Services, Inc. (CRD# 125058) is a financial advisory firm headquartered in Akron, OH. They manage $344,313,408 in 1,269 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management344MILLION
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Total Number of Accounts1,269ACCOUNTS
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Average Account Value$271,327
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, CA, CO, FL, GA, HI, IL, IN, KY, LA, MO, NC, NY, OH, TX, VA
Spencer Gabriel (CRD# 1987809) is an Investment Advisor Representative working at Symphony Financial Services, Inc. in Akron, OH and has over 28 years of experience in the finance industry.
James Jones (CRD# 2262799) is an Investment Advisor Representative working at Symphony Financial Services, Inc. in Akron, OH and has over 31 years of experience in the finance industry.
Mark Millar (CRD# 1439121) is an Investment Advisor Representative working at Symphony Financial Services, Inc. in Akron, OH and has over 38 years of experience in the finance industry.
Paul Sansonette (CRD# 2057894) is an Investment Advisor Representative working at Symphony Financial Services, Inc. in Akron, OH and has 1 year of experience in the finance industry.
Craig Small (CRD# 5338171) is an Investment Advisor Representative working at Symphony Financial Services, Inc. in Akron, OH and has over 12 years of experience in the finance industry.
Steven Smetana (CRD# 5324825) is an Investment Advisor Representative working at Symphony Financial Services, Inc. in Akron, OH and has over 16 years of experience in the finance industry.
Scott Spears (CRD# 4683260) is an Investment Advisor Representative working at Symphony Financial Services, Inc. in Akron, OH and has over 20 years of experience in the finance industry.
Robert Schaefer (CRD# 5999360) is an Investment Advisor Representative working at Symphony Financial Services, Inc. in Akron, OH and has over 2 years of experience in the finance industry.