Katherine
Mcgranahan
Synovus Securities, Inc
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About this Advisor
Katherine Mcgranahan is a financial advisor who works in Newnan, Georgia. Mcgranahan currently works for Synovus Securities, Inc. Throughout their career, they have worked at Synovus Bank, Synovus Securities, Inc, Regions Bank and Be Beep A Toy Shop. Mcgranahan holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in South Carolina. Synovus Securities, Inc is a registered investment company based out of Columbus, GA. The firm has offices in 90 locations and a total of 298 advisors. It controls $6 billion in assets among its 12,071 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 79 charitable organizations. Of its 12,071 accounts, just 10% are held by high-net-worth clients who have at least $1 million in investable assets. Synovus Securities, Inc has a diverse range of services, such as 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. Financial advisory fees typically vary depending on which services the firm provides the client. Fees billed by Synovus Securities, Inc most likely consist 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
Katherine Mcgranahan Work History
Katherine has been registered as a financial advisor for 0 years.*
Synovus Bank
Synovus Securities, Inc
Synovus Bank
Regions Bank
Be Beep A Toy Shop
*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 Katherine Mcgranahan 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
Atlanta, GA
Birmingham, AL
Port Charlotte, FL
Saint Simons Island, GA
Newnan, GA
Alpharetta, GA
Atlanta, 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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