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GT

Glenda R. Toon

SYMPHONY FINANCIAL, LTD. CO.
EL PASO, TX 79912
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CRD#: 3267043
GT
Glenda Ruth ToonSYMPHONY FINANCIAL, LTD. CO.

Professional summary

Glenda Ruth Toon, AIF®, who also goes by Glenda Ruth Price, is a registered financial advisor currently at SYMPHONY FINANCIAL, LTD. CO. located in El Paso, Texas and LPL FINANCIAL LLC located in El Paso, Texas.

Glenda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Glenda has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

Glenda Ruth Price

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenda Ruth Toon's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Current

July 15, 2014 - Present

SYMPHONY FINANCIAL, LTD. CO.

Office #1: 6006 North Mesa Street Suite 308, El Paso, TX 79912
RIA
CRD#: 171816
EL PASO, TX
Current

May 4, 2004 - Present

LPL FINANCIAL LLC

Office #1: 4855 N Mesa St Ste 120, El Paso, TX 79912
RIA
BD
CRD#: 6413
EL PASO, TX
Past

September 19, 2025 - July 13, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
EL PASO, TX
Past

August 9, 2004 - October 28, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
EL PASO, TX
Past

April 12, 2001 - May 6, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
EL PASO, TX
Past

March 20, 2000 - May 6, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SF
SYMPHONY FINANCIAL, LTD. CO.
ACROPOLIS CAPITAL PARTNERS | THE GREENSAGE GROUP | SYMPHONY FINANCIAL, LTD. CO. | SHANK WEALTH MANAGEMENT | INSIGHT WEALTH MANAGEMENT | IIE FINANCIAL | DOGWOOD CAPITAL ADVISORS | CROSSPOINT WEALTH MANAGEMENT | BOLLICH & BURGOYNE | AVIATION RETIREMENT STRATEGIES/PRIVATE WEALTH MANAGEMENT | AVIATION RETIREMENT STRATEGIES | ARS PRIVATE WEALTH | APEX WEALTH & RISK MANAGEMENT

CRD#: 171816 / SEC#: 801-79989

RIA
Registered Investment Advisory firm - (6/30/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/18/2019)
RR
Arizona
(5/24/2017)
RR
California
(5/7/2004)
RR
Colorado
(1/2/2019)
RR
Florida
(7/8/2020)
RR
Georgia
(1/4/2018)
RR
Indiana
(3/7/2025)
RR
Iowa
(1/11/2025)
RR
Kansas
(5/10/2023)
RR
Kentucky
(1/24/2025)
RR
Louisiana
(4/21/2022)
RR
Maryland
(8/24/2021)
RR
Michigan
(3/4/2022)
RR
Minnesota
(9/24/2013)
RR
Nevada
(1/8/2025)
RR
New Jersey
(5/14/2026)
RR
New Mexico
(5/7/2004)
RR
Ohio
(1/4/2021)
RR
Oklahoma
(4/9/2020)
RR
South Carolina
(2/8/2023)
RR
Tennessee
(1/4/2021)
RR
Texas
(5/4/2004)
IAR
Texas
(7/15/2014)
RR
Utah
(1/2/2018)
RR
Washington
(7/17/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/10/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/16/2000
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SF
SYMPHONY FINANCIAL, LTD. CO.
ACROPOLIS CAPITAL PARTNERS | THE GREENSAGE GROUP | SYMPHONY FINANCIAL, LTD. CO. | SHANK WEALTH MANAGEMENT | INSIGHT WEALTH MANAGEMENT | IIE FINANCIAL | DOGWOOD CAPITAL ADVISORS | CROSSPOINT WEALTH MANAGEMENT | BOLLICH & BURGOYNE | AVIATION RETIREMENT STRATEGIES/PRIVATE WEALTH MANAGEMENT | AVIATION RETIREMENT STRATEGIES | ARS PRIVATE WEALTH | APEX WEALTH & RISK MANAGEMENT

CRD#: 171816 / SEC#: 801-79989

RIA
Registered Investment Advisory firm - (6/30/2014 Approved)
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Contact information

Main Address
4295 San Felipe Suite 300, Houston, TX 77027
Mailing Address
Phone number
(281) 272-6800
Established
Firm type
Fiscal year end
# of Employees
36

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/27/2025)
ADV PART 2 WRAP BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts3,324
AUM (Assets Under Management)$ 1,093,185,695

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SYMPHONY FINANCIAL, LTD. CO.

CRD#: 171816El Paso, TX 79912

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