Kevin
Williams
Synergy Asset Management, LLC
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About this Advisor
Kevin Williams is a financial advisor working out of Bellevue, Washington with a total of 3 years of industry experience. Williams is an employee of Synergy Asset Management, LLC. Throughout their career, they have worked at Lifetime Financial Inc, Synergy Mergers + Acquistions, Elite Wealth Management, Goldbloom Wealth Management and Gennaker Capital LLC. Williams has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Washington. Synergy Asset Management, LLC is a registered investment company headquartered in Bellevue, WA. The firm has offices in three locations and a total of 11 employees. It has $678 million in assets among its 1,114 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 1,114 client accounts, just 12% are associated with high-net-worth investors who have greater than $1 million in investable assets. Synergy Asset Management, LLC performs a number of services, including 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. Financial advisory fee schedules typically depend on which services are offered. Fee types charged by Synergy Asset Management, LLC can be comprised of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Synergy Asset Management, LLC Brokerage Details
$678,188,644
11
1,114
$608,787
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
Kevin Williams Work History
Kevin has been registered as a financial advisor for 3 years.*
Lifetime Financial Inc
Synergy Mergers + Acquistions
Gennaker Capital LLC
Goldbloom Wealth Management
Elite Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Williams 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
Bellevue, WA
Bellevue, WA
Bellevue, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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