Synergy Financial Group Of Arizona, LLC

Synergy Financial Group Of Arizona, LLC (CRD# 153675) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $33,500,000 in 315 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    315
    ACCOUNTS
  • Average Account Value
    $106,349
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
  • Selection of other advisers (including private fund managers)
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.

AZ

Financial Advisors at Synergy Financial Group Of Arizona, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Richard K. Shields
CRD#: 1014307
9375 E. Shea Blvd., Suite 100, Scottsdale, AZ 85260

Richard Shields (CRD# 1014307) is an Investment Advisor Representative working at Synergy Financial Group Of Arizona, LLC in Scottsdale, AZ and has over 40 years of experience in the finance industry.

2
Jenna R. Thornton
CRD#: 4582260
9375 E. Shea Blvd., Suite 100, Scottsdale, AZ 85260

Jenna Thornton (CRD# 4582260) is an Investment Advisor Representative working at Synergy Financial Group Of Arizona, LLC in Scottsdale, AZ and has over 18 years of experience in the finance industry. Jenna Thornton 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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