Kenneth
Eirkson

Synergy Investment Group, LLC

CRD#2229299
Investment Advisor
in Kannapolis, NC

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About this Advisor

Kenneth Eirkson is a financial advisor who works out of Kannapolis, North Carolina, with a total of 15 years of experience as a financial advisor. Eirkson is currently employed by Synergy Investment Group, LLC. Over the course of their career, Eirkson has held roles at Synergy Investment Group, LLC, Arriba Investment & Exchange Inc and Sterne Agee Financial Services, Inc. Eirkson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Synergy Investment Group, LLC is a financial advisory business operating out of Kannapolis, North Carolina. The company 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 financial advisory firms in the country by assets under management. The firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees charged by Synergy Investment Group, LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

15 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

No

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

Kenneth Eirkson Work History

Kenneth has 15 years of experience.

2012 - Present (9 years)

Sterne Agee Financial Services, Inc

2009 - Present (12 years)

Arriba Investment & Exchange Inc

2005 - Present (16 years)

Synergy Investment Group, LLC

Disclosures

Kenneth Eirkson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Synergy Investment Group, LLC

Jeffrey Vaughn
Kannapolis, NC
Kenneth Eirkson
Kannapolis, NC
Joseph Hayes
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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