Casey
Campana
Synovus Securities, Inc
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About this Advisor
Casey Campana is a financial advisor based in Atlanta, Georgia, working with Synovus Securities, Inc. Casey has previously held positions at Suntrust Investment Services, Inc, Synovus Securities, Inc, Synovus Bank, and Suntrust Advisory Services. Casey has passed the Series 66 regulatory exam and is registered to provide services in Alabama, District of Columbia, Florida, Georgia, Illinois, Massachusetts, Nevada, New York, North Carolina, Ohio, South Carolina, Texas, and Washington. Currently, Casey is part of Synovus Securities, Inc, which operates out of Atlanta, Georgia. 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
Services Offered
Fee Structure
Office Location
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Synovus Securities, Inc Brokerage Details
$6,242,394,824
292
12,037
$518,601
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
Casey Campana Work History
Synovus Bank
Synovus Securities, Inc
Synovus Securities, Inc
Synovus Bank
Suntrust Advisory Services
Suntrust Investment Services, Inc
Suntrust Investment Services, Inc
Disclosures
Please visit the SEC profile of Casey Campana 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
Perry, GA
Macon, GA
Port Charlotte, FL
Saint Simons Island, GA
Atlanta, GA
Athens, GA
Palm Harbor, FL
Wesley Chapel, 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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