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Chief Compliance Officer/chief Operating Officer · Financial Synergies

Barbara M. Villard

CRD 5768753 · Named on Form ADV at one SEC-registered adviser

At a glance

Financial Synergies, an SEC-registered wealth manager based in Houston, TX with $1.8 billion in regulatory assets, lists Barbara M. Villard on its Form ADV as Chief Compliance Officer/chief Operating Officer, a control person.

Firms and roles

  • Financial SynergiesChief Compliance Officer/chief Operating OfficerWealth manager · Houston, TX · $1.8B in regulatory assets

AtlasMembers

Barbara’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Barbara’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.