David
Cooksey

Synovus Securities, Inc

CRD#2431914
Investment Advisor
in Atlanta, GA
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

24 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

David Cooksey Work History

David has 24 years of experience.

2001 - Present (18 years)

Synovus Securities, Inc

1994 - 2010 (16 years)

Creative Financial Group(Merger Into Synovus Securities 01112011

Disclosures

David Cooksey has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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