Financial ADVSR advisor directory · SEC adviser records
Symphony Financial, Ltd. Co. financial advisors in Houston, TX
Every SEC-registered investment adviser representative at a Symphony Financial, Ltd. Co. office in Houston, A to Z.
35 registered advisors work at Symphony Financial, Ltd. Co. in Houston, out of 44 at the firm nationwide; it ranks number 23 in the city by advisors. 2 list the CFP designation and 16 are also registered broker representatives.
Symphony Financial, Ltd. Co. advisors in Houston, A to Z
Every Symphony Financial, Ltd. Co. advisor →- James L. ArmstrongInvestment adviser rep
- Korosh AtaeiAlso a broker rep
- James M. BarksdaleInvestment adviser rep
- Jeremy M. BluminInvestment adviser rep
- Michelle A. BoedingInvestment adviser rep
- Elridge N. BollichAlso a broker rep
- Melissa A. BrennanCertified Financial Planner · Also a broker rep
- Wallace C. Burgoyne Jr.Certified Financial Planner · Also a broker rep
- Kyle T. CampbellInvestment adviser rep
- Nichole CarrAlso a broker rep
- Ryan L. CorkranAlso a broker rep
- Michael D. EdwardsAlso a broker rep
- Kyle M. FritzInvestment adviser rep
- Charles P. GarlandAlso a broker rep
- Timothy B. GrassmanInvestment adviser rep
- Marco A. JohnsonInvestment adviser rep
- Samuel LabordusAlso a broker rep
- Wayne LillyInvestment adviser rep
- Garry R. MartinAlso a broker rep
- Paul A. McCutchenInvestment adviser rep
- Sammy D. McLeod Jr.Investment adviser rep
- Joshua J. McMillanAlso a broker rep
- Timothy R. MillerInvestment adviser rep
- David A. Moeller Jr.Also a broker rep
- Jared L. MooreInvestment adviser rep
- Reagan M. NewtonInvestment adviser rep
- Andrew OakAlso a broker rep
- Justin PurvisAlso a broker rep
- Michelle RobertsInvestment adviser rep
- Sean RothInvestment adviser rep
- Samer H. SalhaInvestment adviser rep
- Alejandro A. TapiaAlso a broker rep
- Micah R. ThomasInvestment adviser rep
- Justin TygerInvestment adviser rep
- Amber R. WalkerAlso a broker rep
Symphony Financial, Ltd. Co. advisors in every city and state →Symphony Financial, Ltd. Co.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Symphony Financial, Ltd. Co. advisors in other cities
Tomball, TX 3Dallas, TX 1Fort Worth, TX 1Kingwood, TX 1Lansdale, PA 1Pinole, CA 1Redondo Beach, CA 1
Other firms in Houston
All Houston advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 364Morgan Stanley 304J.P. Morgan Securities LLC 301Valic Financial Advisors, Inc. 213UBS Financial Services Inc. 186Wells Fargo Clearing Services, LLC 161Strategic Advisers LLC 141Ameriprise Financial Services, LLC 136LPL Financial LLC 128Raymond James & Associates, Inc. 86Cetera Investment Advisers LLC 76Pfs Investments Inc. 76
Questions
How many financial advisors does Symphony Financial, Ltd. Co. have in Houston?
35 investment adviser representatives are registered at Symphony Financial, Ltd. Co. offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 44 nationwide. 2 list the CFP designation and 16 are also registered as broker representatives.
Is Symphony Financial, Ltd. Co. one of the largest advisor employers in Houston?
Symphony Financial, Ltd. Co. ranks number 23 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.
How do I check a Symphony Financial, Ltd. Co. advisor in Houston?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Symphony Financial, Ltd. Co. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.