Jimmy Greene
Jimmy Greene is a registered investment advisor at Synergy Investment Management LLC, based in Altamonte Springs, FL, with 24 years of industry experience. Jimmy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,083 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees range up to 1.50% annually based on several factors, including the scope and complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor. Fees may be negotiable.
Fee Estimator
Location
215 North Westmonte Drive, Altamonte Springs, FL, 32714
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jimmy operates Synergy Wealth Alliance as a DBA for his LPL business and acts in a fiduciary capacity for the Greene Family Trust. He also owns Greene Insurance Services of Orlando, Inc. and rental real estate, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
Synergy Investment Management LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Estate and Business Planning Group, PA
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Usallianz Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations15 states
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.