Financial ADVSR advisor directory · SEC adviser records
Financial Synergies financial advisors in Houston, TX
Every SEC-registered investment adviser representative at a Financial Synergies office in Houston, A to Z.
The short answer
16 registered advisors work at Financial Synergies in Houston, out of 16 at the firm nationwide; it ranks number 55 in the city by advisors. 9 list the CFP designation and 0 are also registered broker representatives.
Financial Synergies advisors in Houston, A to Z
Every Financial Synergies advisor →- Grant M. BallInvestment adviser rep
- Michael F. BookerCertified Financial Planner, Chartered Financial Consultant
- Rachel M. BuckhoffCertified Financial Planner
- Set CarpinteroCertified Financial Planner
- Megan L. ClineInvestment adviser rep
- Kellie L. GaminoCertified Financial Planner
- Timothy R. Garcia-PratsInvestment adviser rep
- William N. GoodsonCertified Financial Planner
- Heath V. HightowerCertified Financial Planner
- Melody LaserInvestment adviser rep
- Kevin A. NelsonCertified Financial Planner
- Colton A. OwenCertified Financial Planner
- Zachary W. RobinsonInvestment adviser rep
- Barbara M. VillardInvestment adviser rep
- Arv VilutisChartered Financial Consultant
- Bryan D. ZschiescheCertified Financial Planner
Financial Synergies advisors in every city and state →Financial Synergies: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Houston
All Houston advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 379J.P. Morgan Securities LLC 305Morgan Stanley 300Valic Financial Advisors, Inc. 223UBS Financial Services Inc. 187Wells Fargo Clearing Services, LLC 167Strategic Advisers LLC 132Ameriprise Financial Services, LLC 130LPL Financial LLC 130Raymond James & Associates, Inc. 88Pfs Investments Inc. 80Cetera Investment Advisers LLC 75
Questions
How many financial advisors does Financial Synergies have in Houston?
16 investment adviser representatives are registered at Financial Synergies offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 16 nationwide. 9 list the CFP designation and 0 are also registered as broker representatives.
Is Financial Synergies one of the largest advisor employers in Houston?
Financial Synergies ranks number 55 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 379.
How do I check a Financial Synergies advisor in Houston?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.