William Neil Goodson

Employer firm

Financial Synergies CRD 105643

$1.81B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers

Financial Synergies

4400 Post Oak Pkwy Suite 200, Houston, TX 77027 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2015-01-21

TX RA
APPROVED

Since 2015-01-21

Branch Locations

4400 Post Oak Pkwy Suite 200, Houston, TX 77027 • United States

100 Independence Place Suite 402, Tyler, TX 75703 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Financial Synergies Wealth Advisors, Inc.	Houston	TX	01/2015	Present

01/2015 → Present

Financial Synergies Wealth Advisors, Inc.

Houston, TX

Previous Registrations

2012-08-07 → 2015-01-06

Fsc Securities Corporation

Atlanta, GA

Other Businesses

21 HT Holdings, LLC Not investment-related 5380 Old Bullard Road, Ste 600-199, Tyler, TX 75703 eCommerce/Amazon Storefront Managing Member Start Date 04/2024 10 hours per month, zero during trading hours

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-07-23

S66 Uniform Combined State Law Examination

2012-07-23

Designations

Certified Financial Planner

Other Names

Will Goodson

View on SEC IAPD