Karen
Burke
Synovus Securities, Inc
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About this Advisor
Karen Burke is a financial advisor based in Pensacola, Florida, working with Synovus Securities, Inc. Karen has previously held positions at Compass Bank, Bbva Securities Inc, Synovus Securities, Inc, and Synovus Bank. Karen has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Alabama, Florida, Illinois, South Carolina, Texas, and Virginia. Currently, Karen is part of Synovus Securities, Inc, which operates out of Pensacola, Florida. The firm has 84 offices and 292 employees. The firm manages assets totaling $6.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Synovus Securities, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Synovus Securities, Inc Brokerage Details
$6,242,394,824
292
12,037
$518,601
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
Karen Burke Work History
Synovus Securities, Inc
Synovus Bank
Bbva Securities Inc
Compass Bank
Disclosures
Please visit the SEC profile of Karen Burke 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
Columbus, GA
Port Charlotte, FL
Perry, GA
Birmingham, AL
Saint Simons Island, GA
Athens, GA
Atlanta, GA
Wesley Chapel, FL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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