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Kevin John Williams

Synergy Asset Management, LLC

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About Kevin John Williams

Kevin Williams is an investment advisor representative at Synergy Asset Management, LLC and Lifetime Financial, Inc. Kevin has over 20 years of experience in the financial services industry. He has a Series 7, 63 and 65 license. Kevin is a graduate of the University of Washington and has a Master of Business Administration (MBA) degree. He is also a Certified Financial Planner (CFP). Kevin's experience and qualifications make him a valuable resource for individuals and families looking for financial advice. He is a member of the National Association of Personal Financial Advisors (NAPFA). Kevin is committed to providing his clients with personalized financial advice that meets their individual needs.

Firm Information

Kevin Williams is currently registered with Synergy Asset Management, LLC. Synergy Asset Management, LLC is an investment advisor based in Vancouver, WA, with approximately $823.7 million in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals, and portfolio management for pooled investment vehicles. They also offer other services, including signal provider and sub-adviser. Synergy Asset Management primarily serves high-net-worth individuals, other investment advisors, and individuals other than high-net-worth.
Synergy Asset Management, LLC

13215 SE MILL PLAIN BLVD

VANCOUVER, WA 98684

$823.71M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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signal provider; sub-adviser

Signal provider; sub-adviser

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kevin Williams’s Registration & Firm History

WA

04/17/2020 - Present

Synergy Asset Management, LLC (VANCOUVER WA)

WA

01/24/2008 - 01/14/2013

TD AMERITRADE, INC. (BELLEVUE WA)

WA

05/11/2006 - 01/02/2008

KEY INVESTMENT SERVICES LLC (BELLEVUE WA)

OH

02/15/2005 - 05/18/2006

GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)

IL

10/14/2004 - 02/15/2005

PMG SECURITIES CORPORATION (ELGIN IL)

MA

10/23/2002 - 10/12/2004

SYMETRA INVESTMENT SERVICES, INC. (BOSTON MA)

TX

08/11/1998 - 02/01/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

CA

06/13/1997 - 10/01/1998

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

NY

10/10/1994 - 06/22/1995

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/04/2005

Series 66 - Uniform Combined State Law Examination

IA

Issued 05/06/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/18/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/07/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin John Williams.
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