Synergy Asset Strategies, Inc.

Synergy Asset Strategies, Inc. (CRD# 169557) is a financial advisory firm headquartered in Saint Augustine, FL. They manage $8,284,640 in 78 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $106,213
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

FL

Financial Advisors at Synergy Asset Strategies, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Helen M. Rake
CRD#: 4205033
6277 A1a South, Suite 102, Saint Augustine, FL 32080
96
Wealthminder
score

Helen Rake (CRD# 4205033) is an Investment Advisor Representative working at Synergy Asset Strategies, Inc. in Saint Augustine, FL and has over 13 years of experience in the finance industry. Helen Rake has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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