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David Paton

Operations Analyst

321.203.4458

david.paton@synergywealthalliance.com

Contact

Office: 321-203-4458

Fax: 321-203-4459

215 North Westmonte Drive

Altamonte Springs, FL 32714

info@synergywealthalliance.com

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Synergy Investment Management Form CRS

Synergy Investment Management ADV2A

Advisors associated with Synergy Wealth Alliance are registered representatives with, and securities offered through LPL Financial, Member FINRA /SIPC., and may be either investment advisor representatives of (1) LPL Financial, a registered investment advisor; or (2) Synergy Investment Management. Investment advice offered through Synergy Investment Management, a registered investment advisor. Synergy Investment Management and Synergy Wealth Alliance are separate entities from LPL Financial.

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David Paton

Operations Analyst

321.203.4458

david.paton@synergywealthalliance.com

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