AdvisorOS Directory
Claim Profile
Unclaimed Profile
TV

Tracy M Vanhamme

SYNERGY INVESTMENT GROUP, LLC·KANNAPOLIS, North Carolina
SYNERGY INVESTMENT GROUP, LLC
2622 DALE EARNHARDT BOULEVARD, KANNAPOLIS, NC 28083CRD# 5378592Firm CRD# 46035

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tracy M Vanhamme · KANNAPOLIS, NC
Registration
CRD #5378592 · SYNERGY INVESTMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Tracy M Vanhamme is a registered financial advisor based in KANNAPOLIS, North Carolina, affiliated with SYNERGY INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Tracy M

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Tracy M is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
SYNERGY INVESTMENT GROUP, LLC
SYNERGY INVESTMENT GROUP, LLC
AUM
$21M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at SYNERGY INVESTMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 5378592
Firm CRD# 46035
View on FINRA BrokerCheck →

Looking for a financial advisor in KANNAPOLIS?

Browse all registered financial advisors in KANNAPOLIS, North Carolina or claim this profile if it's yours.

Browse KANNAPOLIS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Tracy M Vanhamme offer?
Tracy M Vanhamme specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KANNAPOLIS, North Carolina for a consultation.
What are Tracy M Vanhamme's credentials?
Tracy M Vanhamme is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tracy M Vanhamme located?
Tracy M Vanhamme is based in KANNAPOLIS, North Carolina, working with SYNERGY INVESTMENT GROUP, LLC. Their office serves clients in the KANNAPOLIS metropolitan area and surrounding communities.
How does Tracy M Vanhamme charge for services?
Tracy M Vanhamme's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SYNERGY INVESTMENT GROUP, LLC?
SYNERGY INVESTMENT GROUP, LLC has approximately 11 employees and manages $21M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SYNERGY INVESTMENT GROUP, LLC

Christopher Joseph Palladino
CHARLOTTE, NC
Jeffrey Dean Jones
KANNAPOLIS, NC
Ryan Patrick Duffie
CHARLOTTE, NC
Joseph Patrick Hayes
KANNAPOLIS, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Request removal of this profile