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
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 37 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 7 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.