Timothy Robert Garcia-prats
Investment adviser representative at Financial Synergies
10 yearsExperience
1 stateRegistered in
$1.8BFirm assets
39 yearsFirm in business
Are you Timothy Robert Garcia-prats? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Financial SynergiesAug 2022 to now
- Financial Synergies Wealth Advisors, Inc.Feb 2022 to now
- University of HoustonJan 2021 to Jan 2022
- Wireless Distributor Networks, LLCAug 2019 to Dec 2020
- Wireless Distributor Networks, LLCJun 2016 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Financial Synergies
Legal name: Financial Synergies Wealth Advisors, Inc.
$1.8BAssets managed
928Clients
17Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7616049
- Firm CRD
- 105643