Susan
Griffin

Synovus Securities, Inc

CRD#2882463
Investment Advisor
in Huntsville, AL

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About this Advisor

Susan Griffin is a financial advisor operating in Huntsville, Alabama with 13 years of industry experience. Griffin is an advisor for Synovus Securities, Inc. Their career trajectory has included roles at Synovus Securities, Inc and Synovus Bank. Griffin maintains Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Alabama. Synovus Securities, Inc is a company based out of Columbus, GA. The company has offices in 90 locations and a total of 298 financial advisors. It manages $6 billion in assets between its 12,071 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 79 charitable organizations. Of its 12,071 accounts, just 10% belong to high-net-worth investors who have more than $1 million in assets. The firm performs a number of services, such as 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 for financial advice vary depending on which services the firm provides the client. Fee types billed by Synovus Securities, Inc most likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

301 Washington Street
Huntsville, AL 35801

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Synovus Securities, Inc Brokerage Details

Total Assets Under Management

$5,803,534,438

AL Average: $3,570,121,308
Total Number of Employees

298

AL Average: 58
Total Number of Accounts

12,071

AL Average: 1,608
Average Account Size

$480,783

AL Average: $2,220,225

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

Susan Griffin Work History

Susan has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Synovus Securities, Inc

2007 - Present (17 years)

Synovus Bank

*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 Susan Griffin 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

Bridget Alcide
Newnan, GA
Stephen Taylor
Birmingham, AL
Stephanie Desear
Port Charlotte, FL
Erika Chambliss
Saint Simons Island, GA
Kellie Krakoviak
Alpharetta, GA
James Mack
Atlanta, GA
Felicia Victoria
Peachtree City, GA
Charity Keller
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.

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