Broker Check


At Synergy Securities we combine the strength and resources of a large broker dealer with the small-company feel of an independent, privately held firm. We believe this combination serves us well. We have the scale and broad capabilities to allow our representatives to address a wide range of investment needs and foster innovative solutions. Our firm culture aligns our interests more closely with those of our clients and enables a longer-term perspective on our business.

We understand that you have worked hard to build your business, and want a partner who is as invested in your success as you.

Synergy Securities is a full service FINRA member and MSRB broker dealer located in Texas. Synergy offers very competitive commission rates, and a full line of products to meet the needs of your clients. 

At Synergy Securities, we have built a positive firm culture where we foster the shared values of integrity, learning, a sense of humor, respect for diversity of thought, and a complete focus on our clients.

For those with both fee based and commission business, we partner with Synergy Financial, a registered investment advisor located in Texas to offer a "hybrid" relationship. We also offer access to life and health insurance products and annuities through our in-house insurance agency.

If you are looking for a firm that will provide the strength of a large broker dealer while maintaining the small-company feel of an independent, privately held firm, please contact us to discuss joining the Synergy Securities team.

I look forward to speaking to you!

David Jones

President, Synergy Securities