Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis James Roman is a Registered Investment Advisor Representative associated with Synergy Asset Management, LLC based in Vancouver, Washington. Francis has been in the industry since 2017 and has passed the Uniform Investment Adviser Law Examination. Francis specializes in providing financial planning, pension consulting, and portfolio management services for individuals, pooled investment vehicles, and other investment advisors. Francis has a history of working in various industries, including the aerospace industry, oil and gas, and financial services, providing Francis with diverse experience and a unique perspective.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Signal provider; sub-adviser
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WA
03/01/2017 - Present
Synergy Asset Management, LLC (VANCOUVER WA)
IA
Issued 03/01/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Francis Roman is the right advisor for you? Invested Better is here to help.
