Synergy Investment Group, LLC

Synergy Investment Group, LLC (CRD# 46035) is a financial advisory firm headquartered in Kannapolis, NC. They manage $18,437,387 in 170 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $108,455
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
  • 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.

CO, NC, PA

Financial Advisors at Synergy Investment Group, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Kenneth A. Eirkson
CRD#: 2229299
2622 Dale Earnhardt Boulevard, Kannapolis, NC 28083
93
Wealthminder
score

Kenneth Eirkson (CRD# 2229299) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Kannapolis, NC and has over 25 years of experience in the finance industry.

2
Joseph P. Hayes
CRD#: 4289211
2622 Dale Earnhardt Boulevard, Kannapolis, NC 28083
93
Wealthminder
score

Joseph Hayes (CRD# 4289211) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Kannapolis, NC and has over 12 years of experience in the finance industry.

3
Tonimarie Vaughan
CRD#: 2963070
Aurora, CO
93
Wealthminder
score

Tonimarie Vaughan (CRD# 2963070) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Aurora, CO and has over 13 years of experience in the finance industry.

4
Jillianne Wilkinson
CRD#: 4034546
2622 Dale Earnhardt Boulevard, Kannapolis, NC 28083
93
Wealthminder
score

Jillianne Wilkinson (CRD# 4034546) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Kannapolis, NC and has over 17 years of experience in the finance industry.

5
Rodney M. Hager
CRD#: 6448525
17830 Statesville Road, Cornelius, NC 28031
87
Wealthminder
score

Rodney Hager (CRD# 6448525) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Cornelius, NC and has over 2 years of experience in the finance industry.

6
Phillip T. Whitley
CRD#: 2367830
2622 Dale Earnhardt Boulevard, Kannapolis, NC 28083
83
Wealthminder
score

Phillip Whitley (CRD# 2367830) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Kannapolis, NC and has over 24 years of experience in the finance industry.

7
Jeffrey B. Vaughn
CRD#: 2505687
2622 Dale Earnhardt Boulevard, Kannapolis, NC 28083
68
Wealthminder
score

Jeffrey Vaughn (CRD# 2505687) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Kannapolis, NC and has over 23 years of experience in the finance industry.

8
Michael T. Dipuppo
CRD#: 68521
2622 Dale Earnhardt Boulevard, Kannapolis, NC 28083
48
Wealthminder
score

Michael Dipuppo (CRD# 68521) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Kannapolis, NC and has over 36 years of experience in the finance industry.

9
Robert M. Dipuppo
CRD#: 704057
2622 Dale Earnhardt Boulevard, Kannapolis, NC 28083
48
Wealthminder
score

Robert Dipuppo (CRD# 704057) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Kannapolis, NC and has over 37 years of experience in the finance industry.

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