Justin
Mitchell
Synovus Securities, Inc
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About this Advisor
Justin Mitchell is a financial advisor based out of North Palm Beach, Florida, who has 3 years of relevant experience. Mitchell works at Synovus Securities, Inc. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Duffy'S Sports Grill, Northwood University, Bank Of America, N.A, Pnc Bank, Pnc Investments, LLC, Jp Morgan Chase Bank, Jp Morgan Securities, LLC, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Synovus Securities Inc, Synovus Bank and Synovus Securities, Inc. Mitchell maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Florida, Maryland and Virginia. Synovus Securities, Inc is an advisory business that has its headquarters in Columbus, GA. The firm has offices in 90 locations and a total of 298 employees. It controls $6 billion in total assets among its 12,071 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 79 charitable organizations. Of its 12,071 client accounts, just 10% are held by high-net-worth individuals who have greater 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. A financial advisor's fee schedules vary depending on the type of financial services offered. However, fee types charged by Synovus Securities, Inc most likely include 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
Justin Mitchell Work History
Justin has been registered as a financial advisor for 3 years.*
Synovus Securities, Inc
Synovus Bank
Synovus Securities Inc
Synovus Bank
Jp Morgan Chase Bank
Jp Morgan Securities, LLC
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Pnc Bank
Pnc Investments, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Duffy'S Sports Grill
Bank Of America, N.A
Northwood University
*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 Justin Mitchell 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
Atlanta, GA
Port Charlotte, FL
Birmingham, AL
Newnan, GA
Alpharetta, GA
Stuart, FL
Birmingham, AL
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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