Joshua Mcmillan
Joshua Mcmillan is a registered investment advisor at Symphony Financial, LTD. CO., based in Houston, TX, with 6 years of industry experience. Joshua 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
4295 San Felipe, Suite 300, Houston, TX, 77027
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joshua provides investment advisory services through Symphony Financial Limited Co., dedicating full-time hours to this activity. He also works with Antonio Carrillo Insurance Agency INC selling property and casualty insurance, spending a few hours per week.
Employment History
Current Registrations
Symphony Financial, LTD. CO.
LPL Financial LLCBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations4 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.