Patrick
Perry
Synovus Securities, Inc
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About this Advisor
Patrick Perry is a financial advisor operating out of Savannah, Georgia with a total of 7 years of relevant experience. Perry is an advisor for Synovus Securities, Inc. Throughout their career, they have worked at Suntrust Bank, Suntrust Investment Services, Inc, Synovus Securities, Inc, Sea Island Bank, First Citizens Bank and Synovus Bank. Perry holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Florida, Georgia and South Carolina. Synovus Securities, Inc is a registered investment company operating out of Columbus, GA. The company has offices in 90 locations and a total of 298 people on staff. It has $6 billion in assets between its 12,071 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 79 charitable organizations. Of its 12,071 customer accounts, just 10% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm offers a broad assortment 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 fees typically vary depending on which services are provided. Fee types billed by Synovus Securities, Inc may include 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
Patrick Perry Work History
Patrick has been registered as a financial advisor for 7 years.*
Synovus Securities, Inc
Synovus Bank
Synovus Securities, Inc
Synovus Bank
Synovus Bank
Synovus Securities, Inc
Sea Island Bank
First Citizens Bank
Suntrust Bank
Suntrust Investment Services, Inc
Suntrust Bank
*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 Patrick Perry 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
Port Charlotte, FL
Newnan, GA
Atlanta, GA
Saint Simons Island, GA
Alpharetta, GA
Macon, GA
Newnan, GA
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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