Allen
Curry

Synovus Securities, Inc

CRD#2602453
Investment Advisor
in Charleston, SC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Allen Curry is a financial advisor based in Charleston, South Carolina, working with Synovus Securities, Inc. Allen has previously held positions at Synovus Securities, Inc and Synovus Bank. Allen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama, Florida, Georgia, Idaho, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Currently, Allen is part of Synovus Securities, Inc, which operates out of Charleston, South Carolina. The firm has 84 offices and 292 employees. The firm manages assets totaling $6.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Synovus Securities, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Synovus Securities, Inc Brokerage Details

Total Assets Under Management

$6,242,394,824

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

292

SC Average: 58
Total Number of Accounts

12,037

SC Average: 1,608
Average Account Size

$518,601

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

2019 - Present (5 years)

Synovus Securities, Inc

2006 - Present (18 years)

Synovus Bank

2002 - 2019 (17 years)

Synovus Securities, Inc

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

Robert Law
Atlanta, GA
Jeffrey Parks
Palm Harbor, FL
John Clidas
Columbus, GA
Cynthia Pope
Perry, GA
Lirime Mcguire
Macon, GA
Tiffany Hollimon
Tampa, FL
James Mckenzie
Atlanta, GA
Miguel Alvarez
Port Charlotte, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started