Unclaimed Profile

Richard Jason Levine

SYNERGY FINANCIAL PARTNERS, LLC·DENVER, Colorado

SIE, Series 6, Series 63, Series 65CFP ChFCClean record22 years registeredSYNERGY FINANCIAL PARTNERS, LLC

3773 CHERRY CREEK NORTH DRIVE, DENVER, CO 80209CRD# 2893622Firm CRD# 305287

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Jason Levine · DENVER, CO

Registration

CRD #2893622 · SYNERGY FINANCIAL PARTNERS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

SYNERGY FINANCIAL PARTNERS, LLC

Oct 2019 – present

LPL FINANCIAL LLC

Feb 2018 – present

SII INVESTMENTS, INC.

Feb 2009 – Feb 2018

DENVER, CO

AXA ADVISORS, LLC

Nov 2007 – Feb 2009

DENVER, CO

HORNOR, TOWNSEND & KENT, INC.

May 2004 – Nov 2007

DENVER, CO

NEW ENGLAND SECURITIES CORPORATION

Jan 2004 – May 2004

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · January 8, 2004

Years registered · 22

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SYNERGY FINANCIAL PARTNERS, LLC

CRD 305287 · SEC 801-117436

AUM

$222M

Regulatory assets under management

Employees

1,198 client accounts

Services offered by SYNERGY FINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SYNERGY FINANCIAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Richard Jason Levine offer?

Richard Jason Levine specializes in Financial Planning, Investment Management. Contact their office in DENVER, Colorado for a consultation.

What are Richard Jason Levine's credentials?

Richard Jason Levine holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Richard Jason Levine located?

Richard Jason Levine is based in DENVER, Colorado, working with SYNERGY FINANCIAL PARTNERS, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Richard Jason Levine charge for services?

Richard Jason Levine's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SYNERGY FINANCIAL PARTNERS, LLC?

SYNERGY FINANCIAL PARTNERS, LLC has approximately 5 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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