James
Mack
Synovus Securities, Inc
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About this Advisor
James Mack is a financial advisor based out of Atlanta, Georgia who has 1 year of relevant experience. Mack currently works for Synovus Securities, Inc. Over the course of their career, Mack has held roles at Creative Financial Group, Jon Baker Financial Group, Nas Insurance Services, Cains Hill Group, Big Sky Buckhead, Synovus Securities Inc, The Strip Entertainment Group and Marsh & Mclennan Companies, Inc. Mack maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Georgia. Synovus Securities, Inc is a registered investment firm that has its headquarters in Columbus, GA. It has offices in 90 locations and a total of 298 employees. It manages $6 billion in assets under management among its 12,071 client accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to 79 charitable organizations. Of its 12,071 client accounts, just 10% are held by high-net-worth clients who have at least $1 million in investable assets. The business has 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 for financial advisory services typically depend on which services the firm provides the client. However, fees charged by Synovus Securities, Inc can be comprised of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Synovus Securities, Inc Brokerage Details
$5,803,534,438
298
12,071
$480,783
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 Mack Work History
James has been registered as a financial advisor for 1 years.*
Synovus Securities Inc
Creative Financial Group
Jon Baker Financial Group
Nas Insurance Services
Cains Hill Group, Big Sky Buckhead
Marsh & Mclennan Companies, Inc
The Strip Entertainment Group
*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 James Mack 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
Alpharetta, GA
Saint Simons Island, GA
Port Charlotte, FL
Newnan, GA
Birmingham, AL
Atlanta, GA
Alpharetta, GA
Birmingham, AL
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.
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