Financial Synergies
Financial Synergies (CRD# 105643) is a financial advisory firm headquartered in Houston, TX. They manage $894,971,212 in 1,808 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management895MILLION
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Total Number of Accounts1,808ACCOUNTS
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Average Account Value$495,006
- 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
CA, CO, FL, GA, LA, NY, TX
Michael Booker (CRD# 1470662) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 34 years of experience in the finance industry. Michael Booker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Skyler Denny (CRD# 6737178) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has 1 year of experience in the finance industry. Skyler Denny has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
William Goodson (CRD# 6061953) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 8 years of experience in the finance industry. William Goodson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Heath Hightower (CRD# 4711165) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 16 years of experience in the finance industry. Heath Hightower has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Minter (CRD# 4242438) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has 1 year of experience in the finance industry. Michael Minter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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. Kevin Nelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Zachary Robinson (CRD# 6404583) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 6 years of experience in the finance industry.
Barbara Villard (CRD# 5768753) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 4 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 15 years of experience in the finance industry. Bryan Zschiesche has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Amber Loehr (CRD# 7129594) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has 1 year of experience in the finance industry.