Gene
Perkins

Synovus Securities, Inc

CRD#4336599
Investment Advisor
in Columbus, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Gene Perkins is a financial advisor who works in Columbus, Georgia with 6 years of industry experience. Perkins works at Synovus Securities, Inc. Throughout their career, Perkins has worked at Suntrust, Suntrust Investment Services, Inc, Suntrust Advisory Services, Synovus Securities, Inc and Synovus Bank. Perkins maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to work in Georgia. Synovus Securities, Inc is a business that has its headquarters in Columbus, GA. The investment advisory business has offices in 90 locations and a total of 298 financial advisors. It administers $6 billion in assets between its 12,071 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 79 charitable organizations. Of its 12,071 customer accounts, just 10% are associated with high-net-worth investors who have at least $1 million in investable assets. Synovus Securities, Inc performs a number 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. Fees charged by financial advisors largely are based on which services are provided. However, fee types charged by Synovus Securities, Inc can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 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

Office Location

1111 Bay Avenue Suite 400
Columbus, GA 31901

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Synovus Securities, Inc Brokerage Details

Total Assets Under Management

$5,803,534,438

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

298

GA Average: 58
Total Number of Accounts

12,071

GA Average: 1,608
Average Account Size

$480,783

GA Average: $2,220,225

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

Gene Perkins Work History

Gene has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Synovus Securities, Inc

2017 - Present (7 years)

Synovus Bank

2016 - 2017 (1 year)

Suntrust Advisory Services

2006 - 2017 (11 years)

Suntrust Investment Services, Inc

1995 - 2017 (22 years)

Suntrust

*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 Gene Perkins 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

Erika Chambliss
Saint Simons Island, GA
Stephen Taylor
Birmingham, AL
Bridget Alcide
Newnan, GA
Kellie Krakoviak
Alpharetta, GA
Stephanie Desear
Port Charlotte, FL
James Mack
Atlanta, GA
Aimee Horstman
Columbus, GA
Ashton Medina
Stuart, FL

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started