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Barbara Marie Villard

Financial Synergies

Houston, TX

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Current Employers
Financial Synergies

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-06-17
  • TX RA
    APPROVED
    Since 2016-06-17

Branch Locations

4400 Post Oak Pkwy Suite 200, Houston, TX 77027 • 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
OrganizationCityStateFromTo
Financial Synergies Wealth Advisors, Inc. Houston TX 01/2016 Present
  • 01/2016 → Present
    Financial Synergies Wealth Advisors, Inc.
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-17
  • S65 Uniform Investment Adviser Law Examination
    2016-06-17
Other Names
  • Barbara Marie Villard
  • Marie Villard
  • Barbara Marie Villard Schmoyer

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

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