Walter
Huxford

Synovus Securities, Inc

CRD#6934427
Investment Advisor
in Montgomery, AL

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About this Advisor

Walter Huxford is a financial advisor operating in Montgomery, Alabama with 5 years of industry experience. Huxford currently works for Synovus Securities, Inc. Over the course of their career, they have held roles at Regions Bank, Synovus Securities, Inc and Synovus Bank. Huxford maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Alabama and Ohio. Synovus Securities, Inc is an advisory company that has its headquarters in Columbus, GA. The investment advisory business has offices in 90 locations and a total of 298 people on staff. It handles $6 billion in assets under management among its 12,071 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 79 charities and foundations. Of its 12,071 accounts, just 10% are held by high-net-worth individuals who have more than $1 million in assets. The company offers 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 charged by financial advisors are based on the type of services provided. Fee types billed by Synovus Securities, Inc most likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

4121 Carmichael Road Suite 102
Montgomery, AL 36106

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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

Walter Huxford Work History

Walter has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Synovus Securities, Inc

2018 - Present (6 years)

Synovus Bank

2001 - 2018 (17 years)

Regions 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 Walter Huxford 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

Stephen Taylor
Birmingham, AL
Bridget Alcide
Newnan, GA
Stephanie Desear
Port Charlotte, FL
Kellie Krakoviak
Alpharetta, GA
Erika Chambliss
Saint Simons Island, GA
James Mack
Atlanta, GA
Charity Keller
Columbus, GA
Jane Prevost
Charleston, SC

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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