The Greensage Group
www.greensagegroup.com
www.aviationretirements.com
   www.lplfinancial.lpl.com
      www.shankwm.com
     www.glendatoon.com
 
     
 
 
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities  business with residents of the following states:
AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, KS, KY, LA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WV, WY
 
 
We recommend going to FINRA's Broker check to look up any licensed individual.

FINRA Broker Check
 
 
 
 
 
 
 

IMPORTANT CONSUMER INFORMATION
A Broker/Dealer (BD), Investment Adviser (IA), or IA representative may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

 

 

Link to:
Privacy Policy Statment                       2017 Disclosure Brochure
 
 
Copyright ©2015 Symphony Financial, Ltd. Co. All rights reserved.
17725 John F. Kennedy Blvd Ste. 201   Houston, TX 77032
Toll Free: (888) 272-6807   •   Phone: (281) 272-6800   •   Fax: (281) 272-6807
carr@symphonyplanning.com
 
Securities offered through LPL Financial Member FINRA/SIPC.
Investment Advice and Advisory Service offered through Symphony Financial, Ltd. Co., a Registered Investment Advisor.
LPL Financial and Symphony Financial, Ltd. Co., The Greensage Group, Aviation Retirement Strategies, and Shank Wealth Management are separate entities.