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James Lawrence Armstrong

Symphony Financial, Ltd. Co.

Houston, TX

CRD 7796423

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Employer firm

Symphony Financial, Ltd. Co. CRD 171816

$1.35B regulatory AUM 15 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • MULTI FAMILY OFFICE SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Symphony Financial, Ltd. Co.

4295 San Felipe Suite 300, Houston, TX 77027 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-08-14
  • TX RA
    APPROVED_RES
    Since 2023-08-14

Branch Locations

4295 San Felipe Suite 300, Houston, TX 77027 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Symphony Financial Ltd. Co. Houston TX 08/2023 Present
West Hardin County Cisd Saratoga TX 06/2017 Present
Little Cypress-Mauriceville Cisd Orange TX 06/2000 05/2017
  • 08/2023 → Present
    Symphony Financial Ltd. Co.
    Houston, TX
  • 06/2017 → Present
    West Hardin County Cisd
    Saratoga, TX
  • 06/2000 → 05/2017
    Little Cypress-Mauriceville Cisd
    Orange, TX

View on SEC IAPD

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