Synergy Investment Group, LLC

Synergy Investment Group, LLC (CRD# 46035) is a financial advisory firm headquartered in Kannapolis, NC. They manage $45,745,996 in 308 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
708 Mclain Road, Kannapolis, NC 28083
https://www.arribainvests.com
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    308
    ACCOUNTS
  • Average Account Value
    $148,526
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
The map below shows states where this firm has explicit registration only.

CO, NC, PA

Financial Advisors at Synergy Investment Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Kenneth Eirkson, financial advisor Kannapolis NC
Kenneth A. Eirkson
CRD#: 2229299
708 Mclain Road, Kannapolis, NC 28083

Kenneth Eirkson (CRD# 2229299) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Kannapolis, NC and has over 31 years of experience in the finance industry.

2
Joseph Hayes, financial advisor Kannapolis NC
Joseph P. Hayes
CRD#: 4289211
708 Mclain Road, Kannapolis, NC 28083

Joseph Hayes (CRD# 4289211) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Kannapolis, NC and has over 18 years of experience in the finance industry.

3
Toni Vaughan, financial advisor Kannapolis NC
Toni M. Vaughan
CRD#: 2963070
708 Mclain Road, Kannapolis, NC 28083

Toni Vaughan (CRD# 2963070) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Kannapolis, NC and has over 20 years of experience in the finance industry.

4
Jeffrey Vaughn, financial advisor Kannapolis NC
Jeffrey B. Vaughn
CRD#: 2505687
708 Mclain Road, Kannapolis, NC 28083

Jeffrey Vaughn (CRD# 2505687) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Kannapolis, NC and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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