Kevin Arthur Nelson
Financial Advisor/ShareholderFinancial Synergies Wealth Advisors, Inc.CRD 4819421
About Kevin Arthur Nelson
Kevin Arthur Nelson is listed as Financial Advisor/Shareholder at Financial Synergies Wealth Advisors, Inc. in Houston, TX. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Financial Synergies Wealth Advisors, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kevin Arthur Nelson work?
Kevin Arthur Nelson is listed as Financial Advisor/Shareholder at Financial Synergies Wealth Advisors, Inc. on SEC Form ADV.
How much of Financial Synergies Wealth Advisors, Inc. does Kevin Arthur Nelson own?
Form ADV reports a beneficial ownership band of 5-10%.
Financial Synergies Wealth Advisors, Inc.
| Title | Financial Advisor/Shareholder |
| Ownership | 5-10% |
| Control person | No |
| Since | 2025 |