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Kellie Chandler

Synergy Asset Management, LLC

Palmyra, PA

Vancouver, WA

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Current Employers
Synergy Asset Management, Llc

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-11-16
  • PA RA
    APPROVED
    Since 2023-11-16

Branch Locations

Palmyra, PA • United States

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Synergy Asset Management Palmyra PA 07/2023 Present
Synergy Asset Management Mechanicsburg PA 08/2022 06/2023
Messiah University Mechanicsburg PA 05/2022 05/2023
Lifeguide Financial Advisors Mechanicsburg PA 01/2022 08/2022
Messiah University Mechanicsburg PA 05/2021 05/2022
Linglestown Life United Methodist Church Harrisburg PA 05/2021 08/2021
Messiah University Mechanicsburg PA 08/2020 05/2023
Harrisburg Area Community College Harrisburg PA 06/2019 12/2020
Isaac's Restaurants Hummelstown PA 07/2019 05/2020
The Hershey Company Hershey PA 12/2017 06/2019
Mcdonalds Hummelstown PA 06/2017 11/2017
Lower Dauphin School District Hummelstown PA 08/2009 06/2020
  • 07/2023 → Present
    Synergy Asset Management
    Palmyra, PA
  • 08/2022 → 06/2023
    Synergy Asset Management
    Mechanicsburg, PA
  • 05/2022 → 05/2023
    Messiah University
    Mechanicsburg, PA
  • 01/2022 → 08/2022
    Lifeguide Financial Advisors
    Mechanicsburg, PA
  • 05/2021 → 05/2022
    Messiah University
    Mechanicsburg, PA
  • 05/2021 → 08/2021
    Linglestown Life United Methodist Church
    Harrisburg, PA
  • 08/2020 → 05/2023
    Messiah University
    Mechanicsburg, PA
  • 06/2019 → 12/2020
    Harrisburg Area Community College
    Harrisburg, PA
  • 07/2019 → 05/2020
    Isaac's Restaurants
    Hummelstown, PA
  • 12/2017 → 06/2019
    The Hershey Company
    Hershey, PA
  • 06/2017 → 11/2017
    Mcdonalds
    Hummelstown, PA
  • 08/2009 → 06/2020
    Lower Dauphin School District
    Hummelstown, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-11
  • S65 Uniform Investment Adviser Law Examination
    2023-08-11

View on SEC IAPD

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