Christopher
Wentworth

Synovus Securities, Inc

CRD#5251308
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Christopher Wentworth is a financial advisor working in Bonita Springs, Florida, who has been in the financial industry for 10 years. Wentworth currently works for Synovus Securities, Inc. Over the course of their career, Wentworth has held roles at Valic Financial Advisors, Inc, Linvatec Florida, King Bio Surgery, Robert W. Baird & Co, Allstate Insurance Co, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Synovus Bank, Iberia Bank and Infinex Investments, Inc. Wentworth has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Florida. Synovus Securities, Inc is a financial advisory business headquartered in Bonita Springs, Florida. It has offices in 65 locations and a total of 219 advisors. It oversees $3 billion in total assets across its 5,954 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 15 charities and foundations. Of its 5,954 accounts, just 11% belong to high-net-worth clients who have at least $1 million in assets. Synovus Securities, Inc provides 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. Financial management fees largely depend on the services. Fees charged by Synovus Securities, Inc most likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Disclosures

No

Office Location

8800 Bernwood Parkway Suite 2
Bonita Springs, FL 34135

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Synovus Securities, Inc Brokerage Details

Total Assets Under Management

$2,726,762,408

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

232

FL Average: 58
Total Number of Accounts

7,067

FL Average: 1,608
Average Account Size

$385,844

FL Average: $2,220,225

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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

Christopher Wentworth Work History

Christopher has 10 years of experience.

2018 - Present (1 year)

Synovus Bank

2018 - Present (1 year)

Synovus Securities, Inc

2017 - 2018 (1 year)

Wells Fargo Bank, Na

2017 - 2018 (1 year)

Wells Fargo Clearing Services, LLC

2016 - 2016 (< 1 year)

Iberia Bank

2016 - 2016 (< 1 year)

Infinex Investments, Inc

2016 - 2017 (1 year)

Bank Of America

2015 - 2015 (< 1 year)

Allstate Insurance Co

2015 - 2016 (1 year)

Bank Of America, N.A

2015 - 2016 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2015 (2 years)

Robert W. Baird & Co

2012 - 2012 (< 1 year)

Valic Financial Advisors, Inc

2010 - 2013 (3 years)

King Bio Surgery

2008 - 2010 (2 years)

Linvatec Florida

Disclosures

Christopher Wentworth has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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