Best Investors Account Sign in
Inactive

Kellie Lee Gamino

Financial Synergies

Houston, TX

Claim This Profile
Current Employers
Financial Synergies

4400 Post Oak Pkwy Suite 200, Houston, TX 77027 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-15
  • TX RA
    APPROVED
    Since 2025-08-15

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, Inc. Houston TX 02/2025 Present
Hightower Trust Company Houston TX 09/2020 01/2025
First State Bank Denton TX 07/2018 05/2020
Associated Credit Union Of Texas Pearland TX 02/2018 07/2018
University Of Houston - Clear Lake Clear Lake TX 07/2014 12/2017
Unemployed Houston TX 05/2020 11/2020
  • 02/2025 → Present
    Financial Synergies Wealth Advisors, Inc.
    Houston, TX
  • 09/2020 → 01/2025
    Hightower Trust Company
    Houston, TX
  • 07/2018 → 05/2020
    First State Bank
    Denton, TX
  • 02/2018 → 07/2018
    Associated Credit Union Of Texas
    Pearland, TX
  • 07/2014 → 12/2017
    University Of Houston - Clear Lake
    Clear Lake, TX
  • 05/2020 → 11/2020
    Unemployed
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-06
  • S65 Uniform Investment Adviser Law Examination
    2025-08-06
Other Names
  • Kellie Gamino

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

Other Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor