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James Lawrence Armstrong

Investment adviser representative at Symphony Financial, Ltd. Co.
26 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

26 years in the industry.

  1. Symphony Financial, Ltd. Co.Aug 2023 to now
  2. West Hardin County CisdJun 2017 to now
  3. Little Cypress-mauriceville CisdJun 2000 to May 2017

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
7796423
Firm CRD
171816
Advisor's SEC record (opens in a new tab)
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