Financial Synergy, Inc.

Financial Synergy, Inc. (CRD# 122622) is a financial advisory firm headquartered in Champaign, IL. They manage $3,500,000 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $318,182
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 A. Marrone
CRD#: 1354715
2110 Clearlake Blvd., Suite 101, Champaign, IL 61822
61
Wealthminder
score

David Marrone (CRD# 1354715) is an Investment Advisor Representative working at Financial Synergy, Inc. in Champaign, IL and has over 30 years of experience in the finance industry.

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