Kevin Williams

from Synergy Asset Management, LLC
SEC regulated
Regulated Investment Advisor
Kevin Williams is a financial advisor based in Washington, Bellevue, with 10 years of experience. Kevin currently works for Synergy Asset Management, LLC. Kevin maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kevin Williams works at Synergy Asset Management, LLC
Synergy Asset Management, LLC is a financial advisory firm based in Bellevue, Washington. It currently has approximately $678,188,644 of assets under management and employs about 11 people. Synergy Asset Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Uniform Combined State Law Examination (S66)
Years registered
15 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and performance-based fees
Office location
13231 Se 36th Street, Suite 215, Bellevue, Washington, 98006

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