Kellie Chandler (CRD# 7296435) is an Investment Advisor Representative working at Synergy Asset Management, LLC in Bellevue, WA and has 1 year of experience in the finance industry.
CRD# 6567402
Freestone Capital Management, LLC
CRD# 5998980
Usi Advisors
CRD# 4565639
Sonata Capital Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Synergy Asset Management | Palmyra, PA | Jul 2023 - Current | < 1 |
| Synergy Asset Management | Mechanicsburg, PA | Aug 2022 - Jun 2023 | < 1 |
| Messiah University | Mechanicsburg, PA | May 2022 - May 2023 | 1 |
| Messiah University | Mechanicsburg, PA | Aug 2020 - May 2023 | 2 |
| Lifeguide Financial Advisors | Mechanicsburg, PA | Jan 2022 - Aug 2022 | < 1 |
| Messiah University | Mechanicsburg, PA | May 2021 - May 2022 | 1 |
| Linglestown Life United Methodist Church | Harrisburg, PA | May 2021 - Aug 2021 | < 1 |
| Harrisburg Area Community College | Harrisburg, PA | Jun 2019 - Dec 2020 | 1 |
| Lower Dauphin School District | Hummelstown, PA | Aug 2009 - Jun 2020 | 10 |
| Isaac's Restaurants | Hummelstown, PA | Jul 2019 - May 2020 | < 1 |
| The Hershey Company | Hershey, PA | Dec 2017 - Jun 2019 | 1 |
| Mcdonalds | Hummelstown, PA | Jun 2017 - Nov 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- PA
-
Total Assets Under Management810MILLIONS
-
Total Number of Accounts5,972ACCOUNTS
-
Average Account Value$135,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, CO, DC, FL, GA, HI, ID, IL, IN, LA, MD, MI, MN, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA
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