Tonimarie
Vaughan

Synergy Investment Group, LLC

CRD#2963070
Investment Advisor
in Kannapolis, NC

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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

Series 66

Years of Experience

16 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

Tonimarie Vaughan Work History

Tonimarie has 16 years of experience.

2017 - Present (4 years)

Spark Asset Management Group

2017 - Present (4 years)

Bts Asset Management

2004 - Present (17 years)

Synergy Investment Group

2004 - Present (17 years)

Tk Consultants

2012 - 2015 (3 years)

Sterne Agee Financial Services, Inc

Disclosures

Tonimarie Vaughan has no 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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