Wallace Carr Burgoyne

Current Employers

Employment History

• 01/2003 → Present
  Lpl Financial Llc
  Houston, TX
• 07/2014 → Present
  Symphony Financial, Ltd. Co.
  Houston, TX

Previous Registrations

• 1994-11-09 → 2003-01-13
  Veravest Investment Advisors, Inc.
  Houston, TX

Other Businesses

1. 12/23/2002 - SYMPHONY FINANCIAL, LTD. CO. - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 01/23/2003 - NON-VARIABLE INSURANCE - OUTSIDE SALES OF NON-VARIABLE INSURANCE. - HOUSTON, TX. 3. 6/10/2011 - Aviation Retirement Strategies, LLC - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 4. 11/13/2018 - Symphony Financial, Ltd. Co. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 07/15/2014 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Symphony Financial, Ltd. Co., an independent investment advisor firm. I started this business activity in 07/2014. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 05/31/2022 - Bollich & Burgoyne - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/25/2022 - 10 Hours Per Month/1 Hour During Securities Trading. 6. 02/26/2025 - Shank Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/17/2025 - 20 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-10-20
• S63 Uniform Securities Agent State Law Examination
  1991-06-19

Designations

Other Names

• Wallace Carr Burgoyne
• Wallace Carr Burgoyne