Synthia Durham
CRD Number: 5605056Current Firm: Life Advisors Financial Planning And Wealth Management, LLC
Synthia Durham (CRD# 5605056) is an Investment Advisor Representative working at Life Advisors Financial Planning And Wealth Management, LLC in Munfordville, KY and has over 17 years of experience in the finance industry.
CRD# 6397789
Avantax Advisory Services
CRD# 3088602
Robert W. Baird & Company Incorporated
CRD# 3057343
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hart County Hardwoods, LLC | Munfordville, KY | Jun 2021 - Current | 2 |
| Life Advisors Financial Planning And Wealth Management, LLC | Mundfordville, KY | Oct 2008 - Current | 15 |
| Fowler Durham Cpa's & Advisors, Pllc | Munfordville, KY | Jan 2002 - Current | 22 |
| Green River Accounting & Tax Solutions Llc D/b/a Green River Cpa | Munfordville, KY | Dec 2020 - May 2021 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2007 |
- KY
- TX
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts149ACCOUNTS
-
Average Account Value$72,812
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
KY, TX
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