Keith
Garner

Synovus Securities, Inc

CRD#5318725
Investment Advisor
in Wesley Chapel, FL

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About this Advisor

Keith Garner is a financial advisor based in Wesley Chapel, Florida, working with Synovus Securities, Inc. Keith has previously held positions at Fifth Third Securities, Suntrust Advisory Services, Synovus Securities, Inc, Synovus Bank, Synovus Securities Inc, and Suntrust Investment Services, Inc. Keith has passed the Series 66 regulatory exam and is registered to provide services in Arkansas, Colorado, Florida, Georgia, Illinois, Mississippi, and South Carolina. Currently, Keith is part of Synovus Securities, Inc, which operates out of Wesley Chapel, 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

Series 66

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

2145 Cypress Ridge Blvd 1St Floor
Wesley Chapel, FL 33543

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Synovus Securities, Inc Brokerage Details

Total Assets Under Management

$6,242,394,824

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

292

FL Average: 58
Total Number of Accounts

12,037

FL Average: 1,608
Average Account Size

$518,601

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

Keith Garner Work History

2023 - Present (1 year)

Synovus Securities, Inc

2023 - Present (1 year)

Synovus Bank

2023 - Present (1 year)

Synovus Securities, Inc

2023 - Present (1 year)

Synovus Bank

2020 - Present (4 years)

Synovus Bank

2020 - Present (4 years)

Synovus Securities, Inc

2019 - 2019 (< 1 year)

Synovus Securities, Inc

2019 - 2019 (< 1 year)

Synovus Bank

2019 - 2020 (1 year)

Synovus Bank

2019 - 2020 (1 year)

Synovus Securities, Inc

2019 - 2022 (3 years)

Synovus Securities Inc

2019 - 2022 (3 years)

Synovus Bank

2016 - 2019 (3 years)

Suntrust Advisory Services

2015 - 2019 (4 years)

Suntrust Investment Services, Inc

2014 - 2015 (1 year)

Fifth Third Securities

Disclosures

Please visit the SEC profile of Keith Garner 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

Cynthia Pope
Perry, GA
Lirime Mcguire
Macon, GA
Miguel Alvarez
Port Charlotte, FL
Erika Chambliss
Saint Simons Island, GA
Keith Garner
Wesley Chapel, FL
Bridget Alcide
Newnan, GA
James Mckenzie
Atlanta, GA
Isoldy Guzman
Port Charlotte, 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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