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Julie Adams

Compliance Coordinator

321-203-4458

julie@synergywealthalliance.com

Contact

Office: 321-203-4458

Fax: 321-203-4459

215 North Westmonte Drive

Altamonte Springs, FL 32714

info@synergywealthalliance.com

LPL Financial Form CRS

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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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.

CRPC conferred by College for Financial Planning.

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