Advisor at Synovus Securities, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Synovus Securities, Inc.
Location
Columbus, GA 31901
Credentials
Series 63, Series 66
Industry experience
13 years
Based on Synovus Securities, Inc.
33 W 14 Th Street, 3rd Floor
Columbus, GA 31901
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Synovus Securities, Inc.
2023 - Present (3 years)
Synovus Securities Inc.
2023 - 2023 (1 year)
Synovus Securities
2019 - 2023 (4 years)
Synovus bank
2019 - 2023 (4 years)
Wells Fargo Clearing Services, LLC
2017 - 2019 (2 years)
Wells FArgo Bank NA
2014 - 2019 (5 years)
Acs Pizza " Papa Johns"
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Columbus, GA
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Series 66
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CFP®, CFA®, Series 65
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Townsend Wealth Management
CFP®, Series 65
Columbus, GA
Townsend Wealth Management
CFP®, Series 66
Columbus, GA
Wealth Intelligence, LLC
Series 63, Series 65
Columbus, GA
Momentum Wealth Management
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