Synovus Securities, Inc
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About this Advisor
David Cooksey is a certified financial planner in Atlanta, Georgia. Currently a registered advisor with Synovus Securities, Inc, they have accumulated an impressive 24 years of work experience as a financial advisor. Cooksey has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Cooksey is registered to operate in Arizona, Delaware, Maryland, North Carolina, California, Florida, Georgia, Illinois, Colorado, South Carolina, Utah, Virginia, Washington and Wisconsin. Their career trajectory has included roles at Creative Financial Group(Merger Into Synovus Securities 01112011 and Synovus Securities, Inc. Synovus Securities, Inc is based out of Atlanta, Georgia, and operates out of 65 other locations in the United States. Overall, Synovus Securities, Inc oversees $3 billion in assets dispersed across 5,954 client accounts and employs more than 219 people. The firm's total assets under management places it among the biggest firms in the nation. The firm manages 1,753 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 11% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Synovus Securities, Inc can offer 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
David Cooksey Work History
David has 24 years of experience.
Synovus Securities, Inc
Creative Financial Group(Merger Into Synovus Securities 01112011
David Cooksey has no disclosures.
Please visit their SEC profile for more details.