Unclaimed Profile

Wallace Carr Burgoyne

SYMPHONY FINANCIAL, LTD. CO.·HOUSTON, Texas

SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record31 years registeredSYMPHONY FINANCIAL, LTD. CO.

4295 SAN FELIPE, HOUSTON, TX 77027CRD# 2155629Firm CRD# 171816

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Wallace Carr Burgoyne · HOUSTON, TX

Registration

CRD #2155629 · SYMPHONY FINANCIAL, LTD. CO. · 31 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Sep 2025 – present

SYMPHONY FINANCIAL, LTD. CO.

Jul 2014 – present

LPL FINANCIAL LLC

Jan 2003 – present

LPL FINANCIAL LLC

Jan 2021 – Oct 2022

BOOTHBAY HARBOR, ME

LPL FINANCIAL LLC

Jun 2016 – Oct 2020

BOOTHBAY HARBOR, ME

VERAVEST INVESTMENT ADVISORS, INC.

Nov 1994 – Jan 2003

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 9, 1994

Years registered · 31

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SYMPHONY FINANCIAL, LTD. CO.

CRD 171816 · SEC 801-79989

AUM

$861M

Regulatory assets under management

Employees

2,600 client accounts

Services offered by SYMPHONY FINANCIAL, LTD. CO.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SYMPHONY FINANCIAL, LTD. CO. →

Introduction

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Frequently Asked Questions

What services does Wallace Carr Burgoyne offer?

Wallace Carr Burgoyne specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Wallace Carr Burgoyne's credentials?

Wallace Carr Burgoyne holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Wallace Carr Burgoyne located?

Wallace Carr Burgoyne is based in HOUSTON, Texas, working with SYMPHONY FINANCIAL, LTD. CO.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Wallace Carr Burgoyne charge for services?

Wallace Carr Burgoyne's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SYMPHONY FINANCIAL, LTD. CO.?

SYMPHONY FINANCIAL, LTD. CO. has approximately 34 employees and manages $861M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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