SYNERGY INVESTMENT GROUP, LLC

KANNAPOLIS, North Carolina·5 registered advisors·CRD# 46035

SEC# 801-68315704-333-7637

01

Firm Overview

AUM

$21M

Regulatory assets under management

Employees

11

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at SYNERGY INVESTMENT GROUP, LLC

5 registered advisors

Christopher Joseph Palladino

CHARLOTTE, North Carolina

Jeffrey Dean Jones

KANNAPOLIS, North Carolina

Joseph Patrick Hayes

KANNAPOLIS, North Carolina

Ryan Patrick Duffie

CHARLOTTE, North Carolina

Tracy M Vanhamme

KANNAPOLIS, North Carolina

05

Office Locations

KANNAPOLIS, North Carolina

CHARLOTTE, North Carolina

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Data sourced from SEC Form ADV filings. SYNERGY INVESTMENT GROUP, LLC (CRD# 46035) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.