DM
ChFC
DM
ChFC
David Marrone
28 Years of Experience
Champaign, IL
2 DisclosuresSells Insurance
David Marrone is a ChFC-designated registered investment advisor at Financial Synergy, INC., based in Champaign, IL, with 28 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 12 clients with $6.6M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$6.6M
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Location
2110 Clearlake Blvd., Suite 101, Champaign, IL, 61822-8932
Get directionsHistory
Regulatory History (2)
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Customer Dispute
August 2008Pending
Employment Separation After Allegations
October 2007Other Business ActivitiesSells Insurance
David is involved with MRT Group, a marketing and networking professional group, and sells equity indexed annuities. He also works as a notary public.
Employment History
Current Registrations
Financial Synergy, INC.
September 1997 - Present · 28 yrs 8 mos
Previous Registrations
Commonwealth Financial Network
May 2003 - October 2007 · 4 yrs 5 mos
State Registrations1 state
IL
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.