Paul
Phillips
Synergy Asset Management, LLC
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About this Advisor
Paul Phillips is a financial advisor based in Bellevue, Washington, working with Synergy Asset Management, LLC. Paul has previously held positions at Tdameritrade Inc and Finra. Paul has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Arizona. Currently, Paul is part of Synergy Asset Management, LLC, which operates out of Bellevue, Washington. 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
Paul Phillips Work History
Tdameritrade Inc
Finra
Disclosures
Please visit the SEC profile of Paul Phillips 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
Palmyra, PA
Bellevue, WA
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