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Richard Kelly Shields

SYNERGY FINANCIAL GROUP OF ARIZONA, LLC·SCOTTSDALE, Arizona
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8283 N. HAYDEN RD., SCOTTSDALE, AZ 85258CRD# 1014307Firm CRD# 153675
01

About

Richard Kelly Shields is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with SYNERGY FINANCIAL GROUP OF ARIZONA, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
SYNERGY FINANCIAL GROUP OF ARIZONA, LLC
SYNERGY FINANCIAL GROUP OF ARIZONA, LLC
AUM
$71M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SYNERGY FINANCIAL GROUP OF ARIZONA, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1014307
Firm CRD# 153675
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Kelly Shields offer?
Richard Kelly Shields specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Richard Kelly Shields's credentials?
Richard Kelly Shields is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Kelly Shields located?
Richard Kelly Shields is based in SCOTTSDALE, Arizona, working with SYNERGY FINANCIAL GROUP OF ARIZONA, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Richard Kelly Shields charge for services?
Richard Kelly Shields's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SYNERGY FINANCIAL GROUP OF ARIZONA, LLC?
SYNERGY FINANCIAL GROUP OF ARIZONA, LLC has approximately 6 employees and manages $71M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Arizona
PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
PHOENIX GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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