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Megan Lee Cline

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 2025-09-11
  • TX RA
    APPROVED
    Since 2025-09-11

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
Boyert Shooting Center Katy TX 02/2017 05/2017
Image Sun Katy TX 05/2014 05/2017
Top Gun Range Houston TX 05/2017 03/2018
Student Houston TX 03/2018 09/2018
Verus Financial Group Houston TX 06/2020 09/2020
Q Clothier/Rye 51 Houston TX 09/2018 12/2020
Willis Johnson & Associates Houston TX 12/2020 01/2022
Willis Johnson & Associates Houston TX 01/2022 07/2023
Willis Johnson & Associates Houston TX 08/2024 08/2025
Willis Johnson & Associates, Inc. Houston TX 12/2023 08/2025
Willis Johnson & Associates Houston TX 07/2023 08/2024
Financial Synergies Wealth Advisors, Inc. Houston TX 08/2025 Present
  • 02/2017 → 05/2017
    Boyert Shooting Center
    Katy, TX
  • 05/2014 → 05/2017
    Image Sun
    Katy, TX
  • 05/2017 → 03/2018
    Top Gun Range
    Houston, TX
  • 03/2018 → 09/2018
    Student
    Houston, TX
  • 06/2020 → 09/2020
    Verus Financial Group
    Houston, TX
  • 09/2018 → 12/2020
    Q Clothier/Rye 51
    Houston, TX
  • 12/2020 → 01/2022
    Willis Johnson & Associates
    Houston, TX
  • 01/2022 → 07/2023
    Willis Johnson & Associates
    Houston, TX
  • 08/2024 → 08/2025
    Willis Johnson & Associates
    Houston, TX
  • 12/2023 → 08/2025
    Willis Johnson & Associates, Inc.
    Houston, TX
  • 07/2023 → 08/2024
    Willis Johnson & Associates
    Houston, TX
  • 08/2025 → Present
    Financial Synergies Wealth Advisors, Inc.
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-18
  • S65 Uniform Investment Adviser Law Examination
    2023-12-18

View on SEC IAPD

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