Kevin
Mccarthy
Synovus Securities, Inc
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About this Advisor
Kevin Mccarthy is a financial advisor who works out of Newnan, Georgia with 2 years of relevant experience. Mccarthy is currently employed by Synovus Securities, Inc. Throughout their career, they have worked at Suntrust Investment Services, Inc, Suntrust Advisory Services, Bb&T Securities, LLC, Truist Investment Services, Inc, Synovus Securities Inc and Synovus Bank. Mccarthy maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Alabama, Arizona, California, Colorado, Connecticut, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Synovus Securities, Inc is a registered investment business operating out of Columbus, GA. The firm has offices in 90 locations and a total of 298 people on staff. It administers $6 billion in assets under management between its 12,071 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves 79 charitable organizations. Of its 12,071 client accounts, just 10% are held by high-net-worth clients who have more than $1 million in investable assets. Synovus Securities, Inc provides a diverse set 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 advice typically vary depending on which services the firm provides the client. However, fees billed by Synovus Securities, Inc may include any blend 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
Kevin Mccarthy Work History
Kevin has been registered as a financial advisor for 2 years.*
Synovus Securities Inc
Synovus Bank
Truist Investment Services, Inc
Bb&T Securities, LLC
Suntrust Advisory Services
Suntrust Investment Services, Inc
*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 Kevin Mccarthy 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
Birmingham, AL
Alpharetta, GA
Atlanta, GA
Newnan, GA
Port Charlotte, FL
Saint Simons Island, GA
Newnan, 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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