Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Garland is a registered representative with Symphony Financial, Ltd. Co. He is also a Registered Investment Advisor Representative (IAR) for the firm. Charles has been in the securities industry since 2003. He specializes in providing investment advisory services for individuals, families, and businesses. He has experience with a wide range of investment products and services, including financial planning, portfolio management, and estate planning. Charles is committed to providing his clients with personalized investment advice and guidance. He is dedicated to helping his 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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2
TX
07/15/2014 - Present
Symphony Financial, Ltd. Co. (Houston TX)
VA
09/22/2003 - 01/11/2005
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BOTH
Issued 03/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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