Synergy Investment Group, LLC
About this Advisor
Tonimarie Vaughan is an investment advisor whose office is in Kannapolis, North Carolina. Currently an advisor at Synergy Investment Group, LLC, Vaughan has 16 years of professional experience in the financial advisory industry. Vaughan has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Vaughan is registered to operate in Colorado. Their career trajectory has included roles at Synergy Investment Group, Tk Consultants, Sterne Agee Financial Services, Inc, Spark Asset Management Group and Bts Asset Management. Synergy Investment Group, LLC is located in Kannapolis, North Carolina, and operates out of three other brick-and-mortar locations throughout the nation. In total, Synergy Investment Group, LLC manages $33 million in assets covering 280 client accounts and employs eight staff members. The firm's total assets under management places it among the smaller investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. 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 assets. Synergy Investment Group, LLC can provide financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm's fees may include 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
Tonimarie Vaughan Work History
Tonimarie has 16 years of experience.
Spark Asset Management Group
Bts Asset Management
Synergy Investment Group
Sterne Agee Financial Services, Inc
Tonimarie Vaughan has no 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.