Christopher Wayne Bordner
Investment adviser representative at Synergy Investment Management LLC
12 yearsExperience
2 statesRegistered in
$681.5MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Synergy Investment Management, LLCApr 2021 to now
- LPL Financial LLCNov 2019 to now
- Cetera Advisors LLCMar 2014 to Nov 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Synergy Investment Management LLC
$681.5MAssets managed
2,500Clients
19Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4051484
- Firm CRD
- 305961