Gary Greensage
Gary Greensage is a registered investment advisor at Symphony Financial, LTD. CO., based in Tomball, TX, with 29 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,236 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Symphony Financial charges an annual fee based on the amount of your portfolio. This fee can vary from 0% to 2.50%, depending on the size and composition of your portfolio and the services you receive. The specific fee you'll pay will be outlined in your advisory agreement.
Location
18230 North Eldridge Parkway, Tomball, TX, 77377
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary is involved with several business activities, including non-variable insurance (since 2004), The Greensage Group (since 2010), Gary K. Greensage, LLC (since 2010), Symphony Financial, Ltd. Co. (since 2018), Port Mansfield LLC (since 2017), and Un Tiro Guides & Outfitters (since 2022). He dedicates full-time hours to The Greensage Group and Symphony Financial, and minimal time to Un Tiro Guides & Outfitters.
Employment History
Current Registrations
Symphony Financial, LTD. CO.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.