Jeffrey
Vaughn

Synergy Investment Group, LLC

CRD#2505687
Investment Advisor
in Kannapolis, NC

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About this Advisor

Jeffrey Vaughn is a financial advisor based out of Kannapolis, North Carolina, with 10 years of experience as a financial advisor. Vaughn currently works for Synergy Investment Group, LLC. Over the course of their career, they have held roles at Synergy Investment Group, LLC and Sterne Agee. Vaughn has Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina. Synergy Investment Group, LLC is a registered investment company headquartered in Kannapolis, North Carolina. The investment advisory business has offices in three locations and a total of eight employees. It controls $33 million in assets among its 280 accounts, placing it among the smaller firms in the country by assets under management. Synergy Investment Group, LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice vary depending on which services the firm provides the client. However, fees billed by Synergy Investment Group, LLC most likely are comprised of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

708 Mclain Road
Kannapolis, NC 28083

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Synergy Investment Group, LLC Brokerage Details

Total Assets Under Management

$32,899,270

NC Average: $3,625,019,099
Total Number of Employees

8

NC Average: 22
Total Number of Accounts

280

NC Average: 1,917
Average Account Size

$117,497

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jeffrey Vaughn Work History

Jeffrey has 10 years of experience.

2012 - Present (9 years)

Sterne Agee

2010 - Present (11 years)

Synergy Investment Group, LLC

Disclosures

Jeffrey Vaughn has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Synergy Investment Group, LLC

Jeffrey Vaughn
Kannapolis, NC
Joseph Hayes
Kannapolis, NC
Kenneth Eirkson
Kannapolis, NC
Tonimarie Vaughan
Kannapolis, NC
Michael Dipuppo
Kannapolis, NC
Robert Dipuppo
Kannapolis, NC

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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