Matthew
White

Synovus Securities, Inc

CRD#7612508
Investment Advisor
in Newnan, GA

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About this Advisor

Matthew White is a financial advisor operating in Newnan, Georgia with 1 year of industry experience. White works at Synovus Securities, Inc. Throughout their career, they have worked at Synovus Bank, Synovus Securities, Inc, Auburn University, Challenger Industries, Inc and Heritage Academy. White holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia. Synovus Securities, Inc is a financial advisory company that has its headquarters in Columbus, GA. The firm has offices in 90 locations and a total of 298 people on staff. It handles $6 billion in assets under management between its 12,071 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 79 charitable organizations. Of its 12,071 accounts, just 10% are associated with high-net-worth individuals who have at least $1 million in assets. The business offers 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. Financial advisory fee schedules vary depending on the financial services offered. However, fee types charged by Synovus Securities, Inc can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

110 Jefferson St
Newnan, GA 30263

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Synovus Securities, Inc Brokerage Details

Total Assets Under Management

$5,803,534,438

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

298

GA Average: 58
Total Number of Accounts

12,071

GA Average: 1,608
Average Account Size

$480,783

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

Matthew White Work History

Matthew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Synovus Securities, Inc

2021 - Present (3 years)

Synovus Bank

2020 - 2021 (1 year)

Synovus Bank

2019 - 2019 (< 1 year)

Synovus Bank

2018 - 2019 (1 year)

Synovus Bank

2017 - 2017 (< 1 year)

Synovus Bank

2016 - 2016 (< 1 year)

Challenger Industries, Inc

2015 - 2015 (< 1 year)

Challenger Industries, Inc

2014 - 2018 (4 years)

Auburn University

2014 - 2014 (< 1 year)

Challenger Industries, Inc

2012 - 2014 (2 years)

Heritage Academy

*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 Matthew White 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

Stephanie Desear
Port Charlotte, FL
Erika Chambliss
Saint Simons Island, GA
Bridget Alcide
Newnan, GA
James Mack
Atlanta, GA
Stephen Taylor
Birmingham, AL
Kellie Krakoviak
Alpharetta, GA
Robert Haley
Birmingham, AL
Matthew Anderson
Montgomery, 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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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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