Allan
Mcclure
Synovus Securities, Inc
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About this Advisor
Allan Mcclure is a certified financial planner and chartered financial analyst operating in Birmingham, Alabama with 11 years of industry experience. Mcclure currently works for Synovus Securities, Inc. They have spent the entirety of their time as a financial advisor at Synovus Securities, Inc. Mcclure has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Louisiana, Massachusetts, Missouri, New York, North Carolina, Rhode Island, South Carolina and Texas. Synovus Securities, Inc is a financial advisory business operating out of Columbus, GA. The company has offices in 90 locations and a total of 298 people on staff. It oversees $6 billion in assets under management across its 12,071 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 79 charities and foundations. Of its 12,071 customer accounts, just 10% belong to high-net-worth clients who have at least $1 million in assets. The business has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors largely are based on which service is offered. Fees charged by Synovus Securities, Inc most likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Synovus Securities, Inc Brokerage Details
$5,803,534,438
298
12,071
$480,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Allan Mcclure Work History
Allan has been registered as a financial advisor for 11 years.*
Synovus Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Allan Mcclure to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Synovus Securities, Inc
Newnan, GA
Saint Simons Island, GA
Port Charlotte, FL
Alpharetta, GA
Atlanta, GA
Birmingham, AL
Tampa, FL
Columbus, GA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
