Megan Lee Cline
Investment adviser representative at Financial Synergies
12 yearsExperience
1 stateRegistered in
$1.8BFirm assets
39 yearsFirm in business
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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
12 years in the industry.
- Financial SynergiesSep 2025 to now
- Financial Synergies Wealth Advisors, Inc.Aug 2025 to now
- Willis Johnson & Associates, Inc.Dec 2020 to Aug 2025
- Verus Financial GroupJun 2020 to Sep 2020
- Q Clothier/rye 51Sep 2018 to Dec 2020
- StudentMar 2018 to Sep 2018
- Top Gun RangeMay 2017 to Mar 2018
- Boyert Shooting CenterFeb 2017 to May 2017
- Image SunMay 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7259953
- Firm CRD
- 105643