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Rachel Michele Buckhoff

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 2021-10-28
  • TX RA
    APPROVED
    Since 2021-10-28

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 Houston TX 10/2021 Present
Financial Synergies Wealth Advisors Houston TX 01/2021 10/2021
University Of Texas Austin TX 08/2017 12/2020
Full Time Student Spring TX 10/2011 07/2017
  • 10/2021 → Present
    Financial Synergies Wealth Advisors
    Houston, TX
  • 01/2021 → 10/2021
    Financial Synergies Wealth Advisors
    Houston, TX
  • 08/2017 → 12/2020
    University Of Texas
    Austin, TX
  • 10/2011 → 07/2017
    Full Time Student
    Spring, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-04
  • S65 Uniform Investment Adviser Law Examination
    2021-10-04
Designations

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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