Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
3yrs
Wayne Lilly
Financial advisor at Symphony Financial
Based in Houston, Texas, Wayne Lilly is a financial advisor with 3 years of industry experience. Wayne has been with Symphony Financial since 2023. Symphony Financial offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office17725 John F Kennedy Blvd. Suite 201, Houston, TX 77032
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$464,607
Advisors at the firm44
States licensed ?1 state
Services through Symphony Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2023 – nowSymphony Financial, LTD. Co.Current firm
Questions to ask Wayne
Tailored to Wayne’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Wayne
How do I contact Wayne?
Call Symphony Financial at (281) 272-6800 and ask for Wayne Lilly. Wayne works from the Houston, TX office.
How long has Wayne been a financial advisor?
Wayne has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Wayne hold?
No exams are listed on the official record.
Is Wayne a fiduciary?
Wayne is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Wayne paid?
Symphony Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Wayne for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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