Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Barksdale is a registered Investment Advisor Representative with Symphony Financial, Ltd. Co., a multi-family office provider based in Houston, Texas. James is also active in the insurance industry. James has been registered with the state of Texas since May 2023. Symphony Financial, Ltd. Co. provides advisory services to corporations, individuals and charitable organizations. The firm has over $860 million in regulatory assets under management.
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
05/09/2023 - Present
Symphony Financial, Ltd. Co. (Houston TX)
Active
Inactive
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