Synergy Wealth Management
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
950 Echo Ln Ste 370, Houston, Texas, 770...Phone Number
(713) 681-7699Website
www.synergywealthmgt.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Synergy Wealth Management
950 Echo Lane Suite 370 Houston, TX 77024 Synergy Wealth Management is a branch office of Cambridge Investment Research, Inc. As such, we utilize the expertise of the professionals at this award winning broker dealer. The relationship allows us access to a wide range of services and providers. Cambridge Investment Research, Inc. was founded in 1981 by Eric Schwartz, dedicated to providing objective, independent advice to clients. Cambridges mission is to make a difference as the leading independent Broker/Dealer specializing in fee based advisory solutions. We offer investment products and services from hundreds of investment firms and they are at your fingertips when you choose to partner with our Representatives. We answer to your needs, not to the demands of a sales manager or parent company that manufactures insurance or investment products. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA / SIPC . Cambridge and Synergy Wealth ManagementRead more
Synergy Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Synergy Wealth Management
<$5M
1-10
Private
-
2003
MS
Michael StockmanVice President, Investment Management
Company Profile Activity
Activity Insights
Synergy Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Synergy Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Synergy Wealth Management.
Synergy Wealth Management Tech Stack
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950 Echo Lane Suite 370 Houston, TX 77024 Synergy Wealth Management is a branch office of Cambridge Investment Research, Inc. As such, we utilize the expertise of the professionals at this award winning broker dealer. The relationship allows us access to a wide range of services and providers. Cambridge Investment Research, Inc. was founded in 1981... Read More
