Barbara Marie Villard
Chief Compliance Officer/Chief Operating OfficerFinancial Synergies Wealth Advisors, Inc.CRD 5768753
About Barbara Marie Villard
Barbara Marie Villard is listed as Chief Compliance Officer/Chief Operating Officer at Financial Synergies Wealth Advisors, Inc. in Houston, TX. Form ADV reports a beneficial ownership band of 5-10%. Barbara Marie Villard is associated with 2 registered advisers.
Reported ownership
Owns 5-10% of Financial Synergies Wealth Advisors, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Barbara Marie Villard work?
Barbara Marie Villard is listed as Chief Compliance Officer/Chief Operating Officer at Financial Synergies Wealth Advisors, Inc. on SEC Form ADV.
How much of Financial Synergies Wealth Advisors, Inc. does Barbara Marie Villard own?
Form ADV reports a beneficial ownership band of 5-10%.
Financial Synergies Wealth Advisors, Inc.
| Title | Chief Compliance Officer/Chief Operating Officer |
| Ownership | 5-10% |
| Control person | Yes |
| Since | 2016 |
Financial Synergies Wealth Advisors, Inc.
| Title | Shareholder |
| Ownership | 5-10% |
| Control person | Yes |
| Since | 2025 |