Mary Robertson (CRD# 3188646) 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# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Synergy Asset Management, LLC | Bellevue, WA | May 2019 - Current | 5 |
| O'connor Photography | Stanwood, WA | Jan 2017 - May 2019 | 2 |
| Unemployed | Everett, WA | Jan 2012 - Jan 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- WA
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Total Assets Under Management810MILLIONS
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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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