Synergy Financial LLC

Synergy Financial LLC (CRD# 281639) is a financial advisory firm headquartered in Houston, TX. They manage $467,094 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.


Financial Advisors at Synergy Financial LLC
Showing 1 - 1 of 1 top financial advisors.
Alan L. Lindsay
CRD#: 1610706
3700 Buffalo Speedway, Ste 950, Houston, TX 77098

Alan Lindsay (CRD# 1610706) is an Investment Advisor Representative working at Synergy Financial LLC in Houston, TX and has over 31 years of experience in the finance industry.

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