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
Panama City Beach, FL
Credentials
Series 63, Series 65
Industry experience
36 years
Based on Synovus Securities, Inc.
Panama City Beach, FL
Florida · Georgia · Missouri · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Utah
Pinnacle Bank
2026 - Present (1 year)
Synovus Securities Inc
2019 - Present (7 years)
Synovus bank
2019 - 2025 (6 years)
Synovus bank
2006 - 2019 (13 years)
Synovus Securities, Inc.
1999 - 2019 (20 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 66
Panama City Beach, FL
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Series 65
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Allstreet Wealth
CFA®, Series 63, Series 65
Panama City Beach, FL
Tradition Investment Management, LLC
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