OSJ managing $650 million joins LPL from Cetera
Based in Maitland, Fla., Synergy Wealth Alliance has 15 affiliated advisers
Synergy Wealth Alliance, an office of supervisory jurisdiction managing $650 million in assets through 15 affiliated advisers, has switched platforms to LPL Financial from Cetera Financial Group.
Manager and financial adviser Christopher Bordner leads the team at Synergy, which is based in Maitland, Fla.
Mr. Bordner said his goal is to double the size of the firm every 36 months.
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