Kenneth Eirkson, financial advisor Kannapolis NC

Kenneth Eirkson

CRD Number: 2229299
Current Firm: Synergy Investment Group, LLC

Kenneth Eirkson (CRD# 2229299) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Kannapolis, NC and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Stonex Securities Inc. Warrendale, PA Feb 2012 - Current 12
Arriba Investment & Exchange Inc. Gibsonia, PA Jan 2009 - Current 15
Synergy Investment Group, LLC Charlotte, NC May 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1992
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Kenneth A. Eirkson
Phone Number: 704-295-6692
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    42
    MILLIONS
  • Total Number of Accounts
    318
    ACCOUNTS
  • Average Account Value
    $133,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO, NC, PA

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