Financial Synergies
Financial Synergies (CRD# 105643) is a financial advisory firm headquartered in Houston, TX. They manage $1,288,237,415 in 789 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management1,288MILLION
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Total Number of Accounts789ACCOUNTS
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Average Account Value$1,632,747
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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AK, AL, AR, AZ, CA, CO, DC, FL, GA, IL, KS, LA, MI, NE, NM, NV, NY, SC, TX
Michael Booker (CRD# 1470662) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 38 years of experience in the finance industry.
William Goodson (CRD# 6061953) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 11 years of experience in the finance industry.
Heath Hightower (CRD# 4711165) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 20 years of experience in the finance industry.
Kevin Nelson (CRD# 4819421) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has 1 year of experience in the finance industry.
Zachary Robinson (CRD# 6404583) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 9 years of experience in the finance industry.
Barbara Villard Schmoyer (CRD# 5768753) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 8 years of experience in the finance industry.
Bryan Zschiesche (CRD# 4861608) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 19 years of experience in the finance industry.
Grant Ball (CRD# 7362909) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 3 years of experience in the finance industry.
Rachel Buckhoff (CRD# 7460906) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 2 years of experience in the finance industry.
Timothy Garcia-Prats (CRD# 7616049) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has 1 year of experience in the finance industry.