Crystal
Stevens

Synovus Securities, Inc

CRD#4588015
Investment Advisor
in Atlanta, GA
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About this Advisor

Crystal Stevens is a certified financial planner located in Atlanta, Georgia. Currently a registered financial advisor at Synovus Securities, Inc, they have gathered 16 years of experience in the financial advisory industry. Stevens has a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Stevens is able to work with customers based out of Alabama, Florida, Georgia, Massachusetts, North Carolina, Oklahoma, South Carolina, Texas, Washington, Vermont, California, Connecticut, Michigan and Missouri. During their career, Stevens has held roles at Creative Financial Group(Merged Into Synovus Securities 01012011 and Synovus Securities, Inc. Synovus Securities, Inc is based out of Atlanta, Georgia, and has 65 other offices across the nation. In total, Synovus Securities, Inc manages $3 billion in assets throughout 5,954 client accounts and retains more than 219 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the nation. 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 advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Synovus Securities, Inc provides 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

16 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

Disclosures

No

Office Location

3400 Overton Park Drive
Atlanta, GA 30339

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Synovus Securities, Inc Brokerage Details

Total Assets Under Management

$2,726,762,408

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

232

GA Average: 58
Total Number of Accounts

7,067

GA Average: 1,608
Average Account Size

$385,844

GA Average: $2,220,225

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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
  • Other

Crystal Stevens Work History

Crystal has 16 years of experience.

2004 - Present (15 years)

Synovus Securities, Inc

2002 - 2010 (8 years)

Creative Financial Group(Merged Into Synovus Securities 01012011

Disclosures

Crystal Stevens has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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