Financial Synergies Wealth Advisors Inc
Legal Name: FINANCIAL SYNERGIES WEALTH ADVISORS, INC.
Full Contact Details
Financial Synergies Wealth Advisors Inc
4400 POST OAK PKWY, SUITE 200, HOUSTON, TX
713-623-6600
713-623-6771
Other Info
Financial Synergies Wealth Advisors Inc is a Texas corporation comprised of ten employees, nine of whom perform advisory roles. While the number of clients served by the firm is unknown, it is registered with the U.S. Securities and Exchange Commission and its status is listed as approved, dating back to July 30, 1987.
Financial Advisor Houston TX: Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors is a fee-only Financial Advisor in Houston, TX providing financial planning and investment management for over 35 years.
Direct Owners
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BARBARA MARIE VILLARD
CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS owns less than 5%
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BRYAN DAVID ZSCHIESCHE
FINANCIAL ADVISOR/SHAREHOLDER owns more than 10% but less than 25%
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HEATH VERNON HIGHTOWER
FINANCIAL ADVISOR/SHAREHOLDER owns more than 10% but less than 25%
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MICHAEL ALAN MINTER
PORTFOLIO MANAGER/SHAREHOLDER owns more than 10% but less than 25%
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MICHAEL FRED BOOKER
PRESIDENT/SHAREHOLDER owns more than 50% but less than 75%