$100 AUM | $100 GDC in Houston, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Houston, TX, US
Profile Type
Merge | Find Successor
Fee 0% Commission 100%
AUM
$100.00
Gross Revenue
$100.00
# of Accounts
100
Avg Client Age
50
Overview

Synergy Wealth Management is an OSJ with Cambridge Investment Research. We have ten brokers and are looking for more brokers or a merger opportunity to accomplish more succession potential.

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