Synergy Investment Group, LLC
About this Advisor
Michael Dipuppo is an advisor whose office is in Kannapolis, North Carolina. Currently a registered financial advisor at Synergy Investment Group, LLC, they have accumulated 18 years of professional experience as a registered investment advisor. Dipuppo holds a Series 63 license, designating them as a securities broker. Dipuppo is able to operate based out of Pennsylvania. The advisor has gained experience at Devon Financial Group, Synergy Investment Group, LLC, Sterne Agee and Synergy Investment Group. Synergy Investment Group, LLC is based out of Kannapolis, North Carolina, and has three other locations in the nation. In total, Synergy Investment Group, LLC manages $33 million in assets across 280 client accounts and retains eight staff members. The level of assets currently under the firm's management makes it one of the smaller firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 280 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Synergy Investment Group, LLC can offer financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Synergy Investment Group, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Dipuppo Work History
Michael has 18 years of experience.
Synergy Investment Group
Devon Financial Group
Synergy Investment Group, LLC
Michael Dipuppo has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Synergy Investment Group, LLC
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.