Synergy Wealth Alliance
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
485 N Keller Rd Ste 444, Maitland, Flori...Phone Number
(321) 203-4458Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Synergy Wealth Alliance
At Synergy Wealth Alliance, the company works with those entering and in retirement, business owners, physicians, high net worth families, professionals and endowments using the company's comprehensive wealth management process. The company knows that the company's client's long-term goals require long-term relationships. The company works with every client to truly understand individual goals, risk tolerance, needs and dreams in order to help to achieve financial objectives. The company's commitment is to the company's relationship with you, the company's client. Securities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other entity.Explore more
Synergy Wealth Alliance Org Chart
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Synergy Wealth Alliance News & Media
LPL FINANCIAL, SYNERGY WEALTH ALLIANCE WELCOME THREE FINANCIAL ADVISORS
CHARLOTTE, N.C., March 24, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that financial advisors Shawn Walton, Debbie Hawksworth and Richard Coloni have joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) platforms. The three advisors have teamed up to form a new office of Synergy Wealth Alliance, an existing LPL firm. The financial advisors reported having collectively serve
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At Synergy Wealth Alliance, the company works with those entering and in retirement, business owners, physicians, high net worth families, professionals and endowments using the company's comprehensive wealth management process. The company knows that the company's client's long-term goals require long-term relationships. The company works with eve... Read More
