Justin Purvis
Justin Purvis is a registered investment advisor at Symphony Financial, LTD. CO., based in Houston, TX, with 14 years of industry experience. Justin 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
17725 John F Kennedy Blvd, Second Floor, Houston, TX, 77032
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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
Justin is a registered investment advisor representative with Symphony Financial, Ltd. Co. since 2019, spending about a quarter of his time on this. He also operates under the DBA Dogwood Capital Advisors for his LPL business, dedicating full-time hours, and spends minimal time on non-variable insurance.
Employment History
Current Registrations
Symphony Financial, LTD. CO.
LPL Financial LLCBroker
Previous Registrations
Adp Broker-Dealer, INC.Broker
Aig Capital Services, INC.Broker
Lawing Financial INC
Cambridge Investment Research, INC.Broker
State Registrations6 states
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.