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Financial ADVSR advisor directory · SEC adviser records

Synergy Wealth Management, LLC financial advisors in Grand Rapids, MI

Every SEC-registered investment adviser representative at a Synergy Wealth Management, LLC office in Grand Rapids, A to Z.

The short answer

3 registered advisors work at Synergy Wealth Management, LLC in Grand Rapids, out of 3 at the firm nationwide; it ranks number 63 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Synergy Wealth Management, LLC advisors in Grand Rapids, A to Z

Every Synergy Wealth Management, LLC advisor →

Synergy Wealth Management, LLC advisors in every city and state →Synergy Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Grand Rapids

All Grand Rapids advisors →

LPL Financial LLC 66Merrill Lynch, Pierce, Fenner & Smith Incorporated 52Morgan Stanley 51Ameriprise Financial Services, LLC 44Edward Jones 39Wells Fargo Clearing Services, LLC 33Robert W. Baird & Co. Incorporated 32Centennial Securities Company, Inc. 30Fiduciary Financial Advisors 29Raymond James & Associates, Inc. 28J.P. Morgan Securities LLC 24Strategic Advisers LLC 24

Questions

How many financial advisors does Synergy Wealth Management, LLC have in Grand Rapids?

3 investment adviser representatives are registered at Synergy Wealth Management, LLC offices in Grand Rapids, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Synergy Wealth Management, LLC one of the largest advisor employers in Grand Rapids?

Synergy Wealth Management, LLC ranks number 63 in Grand Rapids by registered advisors; LPL Financial LLC has the most, with 66.

How do I check a Synergy Wealth Management, LLC advisor in Grand Rapids?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Synergy Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.