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Glenda Toon

Symphony Financial, LTD. CO.
26 Years of Experience
El Paso, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

Glenda Toon is a registered investment advisor at Symphony Financial, LTD. CO., based in El Paso, TX, with 26 years of industry experience. Glenda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,850 clients with $1.4B in assets under management.

Symphony Financial, LTD. CO.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
46 advisors
Number of Clients
2,850 clients
Average Client Portfolio
$475K average
Assets Under Management
$1.4B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual management fee ranges between 0% and 2.50% depending on the size and composition of the portfolio and services rendered. Fees are negotiable based on criteria such as anticipated future assets, account size, relationship history, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6006 North Mesa Street, Suite 308, El Paso, TX, 79912

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Glenda operates Symphony Financial LTD. CO as a DBA for her LPL business since 2008. She is also a Registered Investment Advisor Hybrid and IAR through Symphony Financial, Ltd. Co., spending nearly full-time on investment advisory services.

Employment History
Current Registrations
Symphony Financial, LTD. CO.
July 2014 - Present · 12 yrs 3 mos
LPL Financial LLCBroker
May 2004 - Present · 22 yrs 5 mos
Previous Registrations
LPL Financial LLC
September 2025 - July 2026 · 10 mos
LPL Financial LLC
August 2004 - October 2015 · 11 yrs 2 mos
Raymond James Financial Services
April 2001 - May 2004 · 3 yrs 1 mo
Raymond James Financial Services, INC.Broker
March 2000 - May 2004 · 4 yrs 2 mos
State Registrations24 states
ALAZCACOFLGAIAINKSKYLAMDMIMNNJNMNVOHOKSCTNTXUTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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