Synergy Investment Group, LLC
Synergy Investment Group, LLC (CRD# 46035) is a financial advisory firm headquartered in Kannapolis, NC. They manage $45,745,996 in 308 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management46MILLION
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Total Number of Accounts308ACCOUNTS
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Average Account Value$148,526
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CO, NC, PA
Kenneth Eirkson (CRD# 2229299) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Kannapolis, NC and has over 32 years of experience in the finance industry.
Joseph Hayes (CRD# 4289211) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Kannapolis, NC and has over 18 years of experience in the finance industry.
Toni Vaughan (CRD# 2963070) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Kannapolis, NC and has over 20 years of experience in the finance industry.
Jeffrey Vaughn (CRD# 2505687) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Kannapolis, NC and has over 29 years of experience in the finance industry.