Phillip
Aldridge
Synovus Securities, Inc
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About this Advisor
Phillip Aldridge is a financial advisor working in Tucker, Georgia with 23 years of relevant experience. Aldridge is currently employed by Synovus Securities, Inc. The advisor has gained experience at Synovus Securities Inc, Synovus Bank and Synovus Securities, Inc. Aldridge has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Alabama, Florida, Georgia, Louisiana, Maryland, New York and Virginia. Synovus Securities, Inc is a financial advisory firm operating out of Columbus, GA. It has offices in 90 locations and a total of 298 people on staff. It controls $6 billion in assets between its 12,071 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 79 charities and foundations. Of its 12,071 accounts, just 10% are held by high-net-worth investors who have greater than $1 million in assets. Synovus Securities, Inc provides a number 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. Fees charged by financial advisors largely vary depending on the type of financial services offered. Fees charged by Synovus Securities, Inc most likely 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
Phillip Aldridge Work History
Phillip has been registered as a financial advisor for 23 years.*
Synovus Securities Inc
Synovus Bank
Synovus Securities Inc
Synovus Bank
Synovus Securities, Inc
Synovus 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 Phillip Aldridge 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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Saint Simons Island, GA
Newnan, GA
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Tampa, FL
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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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