Caroline
Moyer
Synovus Securities, Inc
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About this Advisor
Caroline Moyer is a financial advisor based in Columbus, Georgia with a total of 3 years of relevant experience. Moyer is currently employed by Synovus Securities, Inc. Over the course of their career, Moyer has held roles at Wynnbrook Baptist Church, The Blue Door Boutique, Synovus, Synovus Bank, Columbus State University and Synovus Securiites. Moyer has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Alabama and Georgia. Synovus Securities, Inc is an advisory firm that has its headquarters in Columbus, GA. It has offices in 90 locations and a total of 298 employees. It administers $6 billion in total assets between its 12,071 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 79 charitable organizations. Of its 12,071 client accounts, just 10% belong to high-net-worth clients who have at least $1 million in investable assets. Synovus Securities, Inc provides a diverse set 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 fee schedules typically are based on the financial services provided. However, fees charged by Synovus Securities, Inc most likely include any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Synovus Securities, Inc Brokerage Details
$5,803,534,438
298
12,071
$480,783
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
Caroline Moyer Work History
Caroline has been registered as a financial advisor for 3 years.*
Synovus Bank
Synovus Securiites
Synovus Bank
Synovus Bank
Synovus
The Blue Door Boutique
Synovus Bank
The Blue Door Boutique
Columbus State University
Wynnbrook Baptist Church
*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 Caroline Moyer 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
Birmingham, AL
Alpharetta, GA
Port Charlotte, FL
Saint Simons Island, GA
Atlanta, GA
Newnan, GA
Montgomery, AL
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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