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Office

215 North Westmonte Dr
Altamonte Springs, FL 32714

Contact Info

P | 321-203-4458
E | jim@synergywealthalliance.com

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LPL Financial Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Advisors associated with Synergy Wealth Alliance are registered representatives with, and securities offered through LPL Financial, Member FINRA /SIPC., and may be either investment advisor representatives of (1) LPL Financial, a registered investment advisor; or (2) Synergy Investment Management. Investment advice offered through Synergy Investment Management, a registered investment advisor. Synergy Investment Management and Synergy Wealth Alliance are separate entities from LPL Financial. All investing involves risk including the possible loss of principal. No strategy assures success or protects against loss. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, ME, MD, MA, MI, MN, MS, MO, MT, NV, NH, NJ, NY, NC, ND, OH, OK, PA, TN, TX, VT, VA, WA, WV, WI.

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