Allison
Parsons

Synovus Securities, Inc

CRD#5523104
Investment Advisor
in Savannah, GA

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About this Advisor

Allison Parsons is a financial advisor who works out of Savannah, Georgia, with 5 years of industry experience. Parsons is currently employed by Synovus Securities, Inc. Their career trajectory has included roles at Suntrust Bank, Suntrust Advisory Services, Synovus Securities, Inc, Synovus Bank and Suntrust Investment Services, Inc. Parsons maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Georgia. Synovus Securities, Inc is a business based in Columbus, GA. The company has offices in 90 locations and a total of 298 people on staff. It oversees $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 charities and foundations. Of its 12,071 customer accounts, just 10% are held by high-net-worth clients who have greater than $1 million in investable assets. Synovus Securities, Inc has a broad set 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 typically vary depending on the financial services provided. However, fee types billed by Synovus Securities, Inc likely are comprised of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

7402 Hodgson Memorial Drive, Suite 205
Savannah, GA 31406

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Synovus Securities, Inc Brokerage Details

Total Assets Under Management

$5,803,534,438

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

298

GA Average: 58
Total Number of Accounts

12,071

GA Average: 1,608
Average Account Size

$480,783

GA 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

Allison Parsons Work History

Allison has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Synovus Securities, Inc

2018 - Present (6 years)

Synovus Bank

2016 - 2018 (2 years)

Suntrust Advisory Services

2008 - 2018 (10 years)

Suntrust Investment Services, Inc

2006 - 2018 (12 years)

Suntrust Bank

*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 Allison Parsons 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
Stephanie Desear
Port Charlotte, FL
Kellie Krakoviak
Alpharetta, GA
Bridget Alcide
Newnan, GA
Erika Chambliss
Saint Simons Island, GA
Benjamin Calvert
Birmingham, AL
Robert Haley
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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