Keith
Wood

Synovus Securities, Inc

CRD#4180392
Investment Advisor
in Winter Park, FL

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About this Advisor

Keith Wood is a financial advisor operating out of Winter Park, Florida who has 4 years of industry experience. Wood is an advisor for Synovus Securities, Inc. Throughout their career, they have worked at Wells Fargo Advisors LLC, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, N/A, Synovus Securities, Inc and Synovus Bank. Wood holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Alabama, Arizona, California, Colorado, Florida, Georgia, Indiana, Kentucky, Louisiana, Maryland, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas and Virginia. Synovus Securities, Inc is a financial advisory company based out of Columbus, GA. The investment advisory business has offices in 90 locations and a total of 298 financial advisors. It handles $6 billion in total assets across its 12,071 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 79 charities and foundations. Of its 12,071 client accounts, just 10% belong to high-net-worth clients who have more than $1 million in assets available to invest. Synovus Securities, Inc has 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. Financial advisory fees largely vary depending on which services the firm provides the client. 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

Years Registered*

4 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

369 North New York Avenue
Winter Park, FL 32789

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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

Keith Wood Work History

Keith has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Synovus Bank

2019 - Present (5 years)

Synovus Securities, Inc

2012 - Present (12 years)

N/A

2007 - Present (17 years)

N/A

2019 - 2019 (< 1 year)

Synovus Securities, Inc

2019 - 2019 (< 1 year)

Synovus Bank

2015 - 2019 (4 years)

Raymond James Financial Services, Inc

2015 - 2019 (4 years)

Raymond James Financial Services Advisors Inc

2009 - 2015 (6 years)

Wells Fargo Advisors LLC

*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 Keith Wood 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

Stephanie Desear
Port Charlotte, FL
Stephen Taylor
Birmingham, AL
Erika Chambliss
Saint Simons Island, GA
Kellie Krakoviak
Alpharetta, GA
James Mack
Atlanta, GA
Bridget Alcide
Newnan, GA
Michael O'Connor
Alpharetta, GA
Allan Mcclure
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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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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