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Kevin Arthur Nelson

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 2017-03-30
  • TX RA
    APPROVED
    Since 2017-03-30

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
Heritage Wealth Management Houston TX 01/2007 02/2017
Financial Synergies Wealth Advisors, Inc. Houston TX 03/2017 Present
  • 01/2007 → 02/2017
    Heritage Wealth Management
    Houston, TX
  • 03/2017 → Present
    Financial Synergies Wealth Advisors, Inc.
    Houston, TX
Previous Registrations
Other Businesses

Board Member, Be a Champion Inc, start date 01/2009, non investment related.

Designations

View on SEC IAPD

Other Firms

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

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AUSTIN GENTRY MARRS
JONATHAN HARRISON SWANBURG
WILLIAM THOMAS PAYNE
JON CARTER VAUGHAN
GREGORY JAMES KALLUS
Philip Chukwuezugo Onochie

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

More in Houston, TX

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