Tonya
Sexton

Synovus Securities, Inc

CRD#4155775
Investment Advisor
in Cape Coral, FL

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About this Advisor

Tonya Sexton is a financial advisor working out of Cape Coral, Florida with a total of 4 years of industry experience. Sexton is an employee of Synovus Securities, Inc. Sexton has gained experience at Suntrust Investment Services, Inc, Suntrust Advisory Services, Synovus Securities, Inc, Synovus Bank and Synovus Securities Inc. Sexton has Series 63 and Series 66 licenses, certifying them as a securities broker, and can advise clients in Arizona, Florida and Pennsylvania. Synovus Securities, Inc is a company headquartered in Columbus, GA. The firm has offices in 90 locations and a total of 298 employees. It manages $6 billion in total assets among its 12,071 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 79 charitable organizations. Of its 12,071 accounts, just 10% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business performs a diverse array 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 typically are based on the services offered. However, fees charged by Synovus Securities, Inc can include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 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

205 Del Prado Blvd South
Cape Coral, FL 33990

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Synovus Securities, Inc Brokerage Details

Total Assets Under Management

$5,803,534,438

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

298

FL Average: 58
Total Number of Accounts

12,071

FL Average: 1,608
Average Account Size

$480,783

FL 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

Tonya Sexton Work History

Tonya has been registered as a financial advisor for 4 years.*

2022 - Present (2 years)

Synovus Securities Inc

2022 - Present (2 years)

Synovus Bank

2020 - Present (4 years)

Synovus Securities, Inc

2020 - Present (4 years)

Synovus Bank

2019 - Present (5 years)

Synovus Securities, Inc

2019 - Present (5 years)

Synovus Bank

2019 - 2019 (< 1 year)

Synovus Securities, Inc

2019 - 2019 (< 1 year)

Synovus Bank

2016 - 2019 (3 years)

Suntrust Advisory Services

2010 - 2019 (9 years)

Suntrust Investment Services, 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 Tonya Sexton 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

Kellie Krakoviak
Alpharetta, GA
Stephen Taylor
Birmingham, AL
James Mack
Atlanta, GA
Bridget Alcide
Newnan, GA
Stephanie Desear
Port Charlotte, FL
Erika Chambliss
Saint Simons Island, GA
Michael O'Connor
Alpharetta, GA
Lirime Mcguire
Macon, 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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