Shari Leigh Flowers

Employer firm

Synergy Investment Management LLC CRD 305961

$681M regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → Present
  Lpl Financial Llc
  Sebring, FL
• 09/2025 → Present
  Synergy Investment Management Llc
  Altamonte Springs, FL

Other Businesses

1. 06/30/2023 - Synergy Wealth Alliance - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/30/2023 - 40 Hours Per Month/ 40 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2014-08-08

Other Names

• Shari Taylor Flowers