Business Description

At Symmetry Wealth Advisors, we help clients make smart choices about their money, so they can enjoy the things in life that are more important than money. Our goal is to implement processes that give the clients the highest probability of achieving long-term financial success, ultimate happiness and fulfillment in their lives. We lead clients through a fun and inspiring exercise to gain insight into their goals by clarifying their values. Using the Financial Roadmap™, Symmetry Wealth Advisors is able to create the foundation for developing a comprehensive written financial action plan unique to the individual clients. Because we believe that when you can delegate your financial decisions to someone who cares as much as you do about your money, you can enjoy peace of mind and the freedom to do the things that are most important to you.

General Information

Gender:

Female

CRD#:

5144478

Firm CRD#:

103722

Name of Broker/Dealer:

Cambridge Legacy Securities, LLC

States Licensed in:

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Businesses, Individual Investors

Education

Academic Background

BS, Psychology - Southern Methodist University

MBA, International Management - University of Dallas and Schiller International University in Paris, France

Services

Investment Types:

Mutual Funds, Alternative Investments, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Oil & Gas Partnerships, Insurance, Bonds, Stocks

Qualifications & Memberships

Securities Licenses:

Series 7, Series 63, Series 65

Insurance and Annuity Licenses:

Health, Accident, Variable Annuity, Life

Non-Financial Organization Memberships:

Albuquerque Museum Foundation, Alliance for Albuquerque Animals, Albuquerque Community Foundation, New Mexico Symphony Orchestra Vintage Albuquerque Silent Auction

Firm Information

Number of Advisors in Office:

10 - 99 employees

I work with clients as part of a team:

Yes

Compliance

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$50,000

Compensation Methods:

Commissions, Based on Assets, Flat Fee

Prepared By:

Lisa Hood