Financial ADVSR advisor directory · SEC adviser records
Financial Synergies financial advisors in Texas
Every SEC-registered investment adviser representative at a Financial Synergies office in Texas, by city and A to Z.
The short answer
16 registered advisors work at Financial Synergies in Texas, out of 16 nationwide; it's the firm's number 1 state by advisors, and the most are in Houston (16). 9 list the CFP designation and 0 are also registered broker representatives.
Financial Synergies advisors by city in Texas
Every firm in Texas →Financial Synergies advisors in Texas, A to Z
Search by name →- Grant M. BallHouston
- Michael F. BookerHouston · Certified Financial Planner, Chartered Financial Consultant
- Rachel M. BuckhoffHouston · Certified Financial Planner
- Set CarpinteroHouston · Certified Financial Planner
- Megan L. ClineHouston
- Kellie L. GaminoHouston · Certified Financial Planner
- Timothy R. Garcia-PratsHouston
- William N. GoodsonHouston · Certified Financial Planner
- Heath V. HightowerHouston · Certified Financial Planner
- Melody LaserHouston
- Kevin A. NelsonHouston · Certified Financial Planner
- Colton A. OwenHouston · Certified Financial Planner
- Zachary W. RobinsonHouston
- Barbara M. VillardHouston
- Arv VilutisHouston · Chartered Financial Consultant
- Bryan D. ZschiescheHouston · Certified Financial Planner
Financial Synergies advisors in every state →Financial Synergies: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Financial Synergies financial advisors are in Texas?
16 investment adviser representatives are registered at Financial Synergies offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 16 at the firm nationwide. 9 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does Financial Synergies have the most advisors?
Houston, with 16. Financial Synergies has advisors in 1 city in Texas.
How do I check a Financial Synergies advisor in Texas?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Financial Synergies office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.