Brenda Jackson is a registered investment advisor at Symphony Financial, LTD. CO., based in Kingwood, TX, with 25 years of industry experience. Brenda 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
2627 Chestnut Ridge, Suite 260, Kingwood, TX, 77339
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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.
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Brenda operates Shank Wealth Management, LLC as a DBA for her LPL business and also through Symphony Financial, Ltd. Co. She also owns rental real estate properties.
Employment History
Current Registrations
Symphony Financial, LTD. CO.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Edward JonesBroker
State Registrations16 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.