Wayne Lilly
Investment adviser representative at Symphony Financial, Ltd. Co.
28 yearsExperience
1 stateRegistered in
$1.4BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Symphony Financial, Ltd. Co.May 2023 to now
- The Lilly Group LLCJun 2011 to now
- United AirlinesNov 1998 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Symphony Financial, Ltd. Co.
$1.4BAssets managed
2,850Clients
46Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7734306
- Firm CRD
- 171816