James
Davidson

Synovus Securities, Inc

CRD#4684097
Investment Advisor
in Lagrange, GA

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About this Advisor

James Davidson is a financial advisor based in Lagrange, Georgia, working with Synovus Securities, Inc. James has previously held positions at Synovus Securities, Inc, Synovus Bank, and Suntrust Investment Services, Inc. James has passed the Series 66 regulatory exam and is registered to provide services in Alabama, California, Florida, Georgia, Idaho, North Carolina, South Carolina, Texas, and Virginia. Currently, James is part of Synovus Securities, Inc, which operates out of Lagrange, 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

Series 66, CERTIFIED FINANCIAL PLANNER™

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

200 North Greenwood
Lagrange, GA 30240

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Synovus Securities, Inc Brokerage Details

Total Assets Under Management

$6,242,394,824

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

292

GA Average: 58
Total Number of Accounts

12,037

GA Average: 1,608
Average Account Size

$518,601

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

James Davidson Work History

2019 - Present (6 years)

Synovus Securities, Inc

2019 - Present (6 years)

Synovus Bank

2016 - 2019 (3 years)

Synovus Securities, Inc

2016 - 2019 (3 years)

Synovus Bank

2003 - 2016 (13 years)

Suntrust Investment Services, Inc

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Disclosures

Please visit the SEC profile of James Davidson 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

Lirime Mcguire
Macon, GA
Comer Woodruff
Athens, GA
Erika Chambliss
Saint Simons Island, GA
Cynthia Pope
Perry, GA
Miguel Alvarez
Port Charlotte, FL
Bridget Alcide
Newnan, GA
Jeffrey Parks
Palm Harbor, FL
John Clidas
Columbus, GA

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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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.

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