Kellie
Chandler
Synergy Asset Management, LLC
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About this Advisor
Kellie Chandler is a financial advisor based in Palmyra, Pennsylvania, working with Synergy Asset Management, LLC. Kellie has previously held positions at Synergy Asset Management, Messiah University, Lifeguide Financial Advisors, Linglestown Life United Methodist Church, Harrisburg Area Community College, Isaac's Restaurants, The Hershey Company, McDonald's, and Lower Dauphin School District. Kellie has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Kellie is part of Synergy Asset Management, LLC, which operates out of Palmyra, Pennsylvania. The firm has 6 offices and 13 employees. The firm manages assets totaling $823.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and other services. The fee structure at Synergy Asset Management, LLC includes asset-based, hourly, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Synergy Asset Management, LLC Brokerage Details
$823,706,675
13
5,972
$137,928
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
Kellie Chandler Work History
Synergy Asset Management
Synergy Asset Management
Messiah University
Lifeguide Financial Advisors
Messiah University
Linglestown Life United Methodist Church
Messiah University
Harrisburg Area Community College
Isaac'S Restaurants
The Hershey Company
Mcdonalds
Lower Dauphin School District
Disclosures
Please visit the SEC profile of Kellie Chandler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Synergy Asset Management, LLC
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Miamisburg, OH
Bellevue, WA
Palmyra, PA
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