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).
Total Assets Under Management0MILLION
Total Number of Accounts7ACCOUNTS
Average Account Value$66,728
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- 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)
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.