Allen
Curry

Synovus Securities, Inc

CRD#2602453
Investment Advisor
in Charleston, SC

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About this Advisor

Allen Curry is a financial advisor based out of Charleston, South Carolina with a total of 21 years of industry experience. Curry is on the advisory team at Synovus Securities, Inc. Their career trajectory has included roles at Synovus Securities, Inc and Synovus Bank. Curry maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Alabama, Florida, Georgia, Idaho, North Carolina, Pennsylvania, South Carolina, Texas and Virginia. Synovus Securities, Inc is an advisory business based in Columbus, GA. The firm has offices in 90 locations and a total of 298 advisors. It handles $6 billion in assets among its 12,071 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 79 charitable organizations. Of its 12,071 client accounts, just 10% belong to high-net-worth clients who have greater than $1 million in investable 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. Financial advisory fees largely are based on which services are provided. Fee types charged by Synovus Securities, Inc most likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

21 years

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

158 Meeting Street
Charleston, SC 29401

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Synovus Securities, Inc Brokerage Details

Total Assets Under Management

$5,803,534,438

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

298

SC Average: 58
Total Number of Accounts

12,071

SC Average: 1,608
Average Account Size

$480,783

SC 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

Allen Curry Work History

Allen has been registered as a financial advisor for 21 years.*

2019 - Present (5 years)

Synovus Securities, Inc

2006 - Present (18 years)

Synovus Bank

2002 - 2019 (17 years)

Synovus Securities, 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 Allen Curry 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

Erika Chambliss
Saint Simons Island, GA
Stephen Taylor
Birmingham, AL
Bridget Alcide
Newnan, GA
Kellie Krakoviak
Alpharetta, GA
James Mack
Atlanta, GA
Stephanie Desear
Port Charlotte, FL
Eduardo Lopez
Newnan, GA
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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