Synovus Securities, Inc
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About this Advisor
Barton Gadlage is a certified financial planner in Atlanta, Georgia. Currently a registered advisor with Synovus Securities, Inc, Gadlage has 17 years of experience in the financial advisory industry. Gadlage maintains a Series 63 license, designating the advisor as a securities broker. Gadlage is registered to work with clients based out of Colorado, Illinois, Georgia and Florida. Their career trajectory has included roles at Synovus Securities, Inc and Creative Financial Group(Merged Into Synovus Securities 01112011. Synovus Securities, Inc is headquartered in Atlanta, Georgia, and operates out of 65 other locations across the United States. As a company, Synovus Securities, Inc oversees $3 billion in assets throughout 5,954 accounts and retains more than 219 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. The firm manages 1,753 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 11% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Synovus Securities, Inc can provide 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 firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Synovus Securities, Inc Brokerage Details
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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
Barton Gadlage Work History
Barton has 17 years of experience.
Synovus Securities, Inc
Creative Financial Group(Merged Into Synovus Securities 01112011
Barton Gadlage has no disclosures.
Please visit their SEC profile for more details.