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Synthia E. Durham

LIFE ADVISORS FINANCIAL PLANNING AND WEALTH MANAGEMENT
MUNFORDVILLE, KY 42765
Some features on this profile are disabled
CRD#: 5605056
SD

Professional summary

Synthia Eastridge Durham is a registered financial advisor currently at LIFE ADVISORS FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC located in Munfordville, Kentucky.

Synthia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Synthia has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
FOWLER DURHAM CPAS & ADVISORS, PLLC 110 EAST UNION STREET MUNFORDVILLE, KY 42765 NON-INVESTMENT RELATED ACCOUNTING FIRM MANAGER / CPA JANUARY 2002 TO DECEMBER 2020 (FULL TIME) JANUARY 2021 - PRESENT (PART TIME) DUTIES ARE ADMINISTRATIVE IN NATURE. DEVOTES 4 HOURS PER MONTH TO THESE DUTIES HART COUNTY HARDWOODS, LLC 67 CEDAR LANE MUNFORDVILLE, KY 42765 NON-INVESTMENT RELATED MANUFACTURING BUSINESS ACCOUNTANT JUNE 2021 TO PRESENT DEVOTES APPROXIMATELY 100 HOURS PER MONTH TO THIS POSITION, THE MAJORITY OF WHICH ARE DURING SECURITIES TRADING HOURS.

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CRS (Client Relationship Summary) - RIA

Click below to view Synthia Eastridge Durham's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 25, 2008 - Present

LIFE ADVISORS FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

Office #1: 110 East Union Street, Munfordville, KY 42765
RIA
CRD#: 148573
MUNFORDVILLE, KY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kentucky
(11/25/2008)
IAR
Texas
(8/17/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/23/2007
Uniform Investment Adviser Law Examination

Current Firm

LA
LIFE ADVISORS FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC
LIFE ADVISORS - FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC | LIFE ADVISORS FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

CRD#: 148573 / SEC#:

Kentucky
Registered Investment Advisory firm - (11/25/2008 Approved)
Texas
Registered Investment Advisory firm - (8/10/2023 Conditional Restricted)
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Contact information

Main Address
110 East Union Street, Munfordville, KY 42765
Mailing Address
110 East Union Street Po Box 338, Munfordville, KY 42765
Phone number
(270) 404-1776
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts181
AUM (Assets Under Management)$ 12,127,606

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LIFE ADVISORS FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

CRD#: 148573Munfordville, KY 42765

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