Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-06 |
Branch Locations
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
5801 Headquarters Dr. Suite 100, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc | Newport Beach | CA | 04/2015 | 10/2023 |
| Kestra Private Wealth Services, Llc | Plano | TX | 10/2023 | Present |
NAME: Symphony Wealth Group POSITION: Senior Wealth Manager NATURE: Registered Field Assistant; Insurance; Investment advisory services through Kestra Private Wealth Services, LLC; Fixed Annuities (other than equity index annuities) Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/07/2023 ADDRESS: 5801 Headquarters Drive Suite 100 Plano, Texas 75024 DESCRIPTION: Daily client interactions including meetings and servicing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-29 |
Reach out to this advisor