James
Mckenzie
Synovus Securities, Inc
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About this Advisor
James Mckenzie is a financial advisor based in Atlanta, Georgia, working with Synovus Securities, Inc. James has previously held positions at Creative Financial Group, Synovus Securities, Inc, Synovus Financial Corporation, Mercer University, and St. Pius X. Catholic School. James has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, James is part of Synovus Securities, Inc, which operates out of Atlanta, 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
Services Offered
Fee Structure
Office Location
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Synovus Securities, Inc Brokerage Details
$6,242,394,824
292
12,037
$518,601
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 Mckenzie Work History
Creative Financial Group
Synovus Securities, Inc
Synovus Financial Corporation
Creative Financial Group
Mercer University
St. Pius X. Catholic School
Disclosures
Please visit the SEC profile of James Mckenzie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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