Dennis Greensage
Dennis Greensage is a registered investment advisor at Symphony Financial, LTD. CO., based in Tomball, TX, with 42 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,236 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Symphony Financial charges an annual fee based on the amount of your portfolio. This fee can vary from 0% to 2.50%, depending on the size and composition of your portfolio and the services you receive. The specific fee you'll pay will be outlined in your advisory agreement.
Location
18230 N. Eldridge Pkwy, Tomball, TX, 77377-8014
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dennis operates The Greensage Group as a DBA for non-variable insurance sales and IAR/BD activities, dedicating full-time hours to it. He also uses Dennis R. Greensage, LLC as a DBA for non-variable insurance.
Employment History
Current Registrations
Symphony Financial, LTD. CO.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.