Shannon Noelle Irwin
Investment adviser representative at Synergy Fg
11 yearsExperience
1 stateRegistered in
$364.2MFirm assets
6 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
11 years in the industry.
- Synergy FgJan 2021 to now
- UnemployedMay 2020 to Dec 2020
- Ameriprise Financial Services, Inc.Apr 2017 to Apr 2020
- UnemployedAug 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Synergy Fg
Legal name: Synergy Financial Group, Ltd
$364.2MAssets managed
126Clients
3Advisers
6 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
- 6295133
- Firm CRD
- 309961