Robert
Moody
Synovus Securities, Inc
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About this Advisor
Robert Moody is a certified financial planner operating out of Birmingham, Alabama, with 4 years of industry experience. Moody works at Synovus Securities, Inc. Throughout their career, they have worked at Pnc Investments, Synovus Securities, Inc and Clark Financial Advisors. Moody maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Alabama, Florida, Georgia, Ohio and South Carolina. Synovus Securities, Inc is a financial advisory firm that has its headquarters in Columbus, GA. It has offices in 90 locations and a total of 298 financial advisors. It administers $6 billion in assets under management across its 12,071 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 79 charities and foundations. Of its 12,071 accounts, just 10% are held by high-net-worth clients who have more than $1 million in investable assets. Synovus Securities, Inc performs a number 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 usually depend on which services are offered. However, fees billed by Synovus Securities, Inc most likely include some combination 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
Robert Moody Work History
Robert has been registered as a financial advisor for 4 years.*
Synovus Securities, Inc
Clark Financial Advisors
Synovus Securities, Inc
Pnc Investments
*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 Robert Moody 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
Saint Simons Island, GA
Birmingham, AL
Port Charlotte, FL
Alpharetta, GA
Atlanta, GA
Newnan, GA
Macon, GA
Columbus, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
