Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Lagarde is a registered investment advisor representative with Symphony Financial, Ltd. Co. Blake has been in the industry since February 2024, working with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Blake holds the Series 63 and Series 65 licenses. In addition to providing investment advisory services, Blake also provides multi-family office services. Blake is committed to providing personalized investment advice and guidance to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Multi family office services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
10/31/2024 - Present
Symphony Financial, Ltd. Co. (Houston TX)
Active
Inactive
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