Synergy Brokerage
Synergy Brokerage (CRD# 127367) is a financial advisory firm headquartered in , . They manage $3,800,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Synergy Brokerage
By the Numbers
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Total Assets Under Management4MILLION
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Total Number of Accounts14ACCOUNTS
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Average Account Value$271,429
Compensation Options
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA
Financial Advisors at Synergy Brokerage
No Advisor Found.
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