Financial ADVSR advisor directory · SEC adviser records
Symphony Retirement Partners LLC financial advisors in Round Rock, TX
Every SEC-registered investment adviser representative at a Symphony Retirement Partners LLC office in Round Rock, A to Z.
The short answer
3 registered advisors work at Symphony Retirement Partners LLC in Round Rock, out of 3 at the firm nationwide; it ranks number 9 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Symphony Retirement Partners LLC advisors in Round Rock, A to Z
Every Symphony Retirement Partners LLC advisor →- Yunny DangCertified Financial Planner
- John KoshyInvestment adviser rep
- Jusmeet VirmaniInvestment adviser rep
Symphony Retirement Partners LLC advisors in every city and state →Advisor Moves: who changed firms this week →
Other firms in Round Rock
All Round Rock advisors →Edward Jones 12State Farm Investment Management Corp. 7Ameriprise Financial Services, LLC 6LPL Financial LLC 5Greenbelt Investment Advisors, LLC 4J.P. Morgan Securities LLC 3Merrill Lynch, Pierce, Fenner & Smith Incorporated 3Osaic Wealth, Inc. 3Tnt Asset Management, LLC 3Wells Fargo Clearing Services, LLC 3
Questions
How many financial advisors does Symphony Retirement Partners LLC have in Round Rock?
3 investment adviser representatives are registered at Symphony Retirement Partners LLC offices in Round Rock, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Symphony Retirement Partners LLC one of the largest advisor employers in Round Rock?
Symphony Retirement Partners LLC ranks number 9 in Round Rock by registered advisors; Edward Jones has the most, with 12.
How do I check a Symphony Retirement Partners LLC advisor in Round Rock?
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 Retirement Partners LLC 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.