Financial Synergy, Inc.

Financial Synergy, Inc. (CRD# 122622) is a financial advisory firm headquartered in Las Vegas, NV. They manage $6,600,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 230940, Las Vegas, NV 89105
https://www.financialsynergy.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $550,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Financial Synergy, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David Marrone, financial advisor Champaign IL
David A. Marrone
CRD#: 1354715
2110 Clearlake Blvd., Suite 101, Champaign, IL 61822

David Marrone (CRD# 1354715) is an Investment Advisor Representative working at Financial Synergy, Inc. in Champaign, IL and has over 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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