Spencer
Gabriel
Symphony Financial Services, Inc
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About this Advisor
Spencer Gabriel is a financial advisor based out of Akron, Ohio who has 13 years of relevant experience. Gabriel currently works for Symphony Financial Services, Inc. Over the course of their career, they have held roles at Symphony Financial Services, Inc and Lpl Financial. Gabriel holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Georgia and Ohio. Symphony Financial Services, Inc is a registered investment company based out of Akron, OH. It handles $292 million in assets among its 1,272 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm advises three charitable organizations. Of its 1,272 accounts, just 11% are associated with high-net-worth individuals who have at least $1 million in investable assets. Symphony Financial Services, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on the type of services. However, fees billed by Symphony Financial Services, Inc may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Symphony Financial Services, Inc Brokerage Details
$292,002,783
10
1,272
$229,562
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Spencer Gabriel Work History
Spencer has been registered as a financial advisor for 13 years.*
Symphony Financial Services, Inc
Lpl Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Spencer Gabriel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Symphony Financial Services, Inc
Akron, OH
Akron, OH
Akron, OH
Akron, OH
Akron, OH
Akron, OH
Akron, OH
Akron, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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