Karen
Burke

Synovus Securities, Inc

CRD#4894827
Investment Advisor
in Pensacola, FL

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About this Advisor

Karen Burke is a financial advisor who works in Pensacola, Florida with 6 years of relevant experience. Burke is an employee of Synovus Securities, Inc. Their career trajectory has included roles at Compass Bank, Bbva Compass Investment Solutions Inc, Bbva Securities Inc, Synovus Securities, Inc and Synovus Bank. Burke holds Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Alabama, Florida, Illinois, Texas and Virginia. Synovus Securities, Inc is a financial advisory firm that has its headquarters in Columbus, GA. It has offices in 90 locations and a total of 298 financial advisors. It handles $6 billion in assets under management across its 12,071 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 79 charities and foundations. Of its 12,071 customer accounts, just 10% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Synovus Securities, Inc has a broad assortment 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 services offered. Fee types charged by Synovus Securities, Inc can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

6 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

125 W. Romana Street Suite 400
Pensacola, FL 32502

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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

Karen Burke Work History

Karen has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Synovus Securities, Inc

2017 - Present (7 years)

Synovus Bank

2013 - 2017 (4 years)

Bbva Securities Inc

2011 - 2017 (6 years)

Compass Bank

2011 - 2013 (2 years)

Bbva Compass Investment Solutions 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 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

Stephen Taylor
Birmingham, AL
James Mack
Atlanta, GA
Kellie Krakoviak
Alpharetta, GA
Bridget Alcide
Newnan, GA
Stephanie Desear
Port Charlotte, FL
Erika Chambliss
Saint Simons Island, GA
Konda Pollard
Atlanta, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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