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
Alpharetta, GA 30009
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
24 years
Based on Synovus Securities, Inc.
8025 Westside Parkway
Alpharetta, GA 30009
Alabama · Florida · Georgia · South Carolina
Synovus Securities, Inc.
2023 - Present (3 years)
Wiser Wealth Management
2022 - 2023 (1 year)
Mccormack Financial Planning Inc.
2020 - 2022 (2 years)
H&R Block
2018 - 2019 (1 year)
FirsTrust LLC
2013 - 2020 (7 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
Duluth, GA
Stanhouse Financial Planning and Management, LLC
Series 63, Series 65
Smyrna, GA
Opportunity Investment Group, LLC
Series 65
Cumming, GA
VIVCAP LLC
Series 65
Marietta, GA
AF Capital Management, LLC
CFP®, ChFC®, Series 63
Atlanta, GA
McWilliams Financial Advisory Group LLC
CFP®, Series 63, Series 65
Lilburn, GA
Fordham Financial Services, Inc.
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