James
Greek
Synovus Securities, Inc
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About this Advisor
James Greek is a financial advisor operating out of Nashville, Tennessee, with 4 years of industry experience. Greek is an advisor for Synovus Securities, Inc. Their career trajectory has included roles at Jackson National Life Distributors LLC, Suntrust Investment Services, Inc, Suntrust Bank, Jackson National Distributors, Suntrust Advisory Services, Kraft Asset Management, LLC, Brightchoice Financial, LLC, Synovus Securities, Inc and Synovus Bank. Greek holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and can work in California, Florida, North Carolina and Tennessee. Synovus Securities, Inc is an advisory firm based out of Columbus, GA. It has offices in 90 locations and a total of 298 employees. It oversees $6 billion in total assets across 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 accounts, just 10% belong to high-net-worth investors who have greater than $1 million in assets. Synovus Securities, Inc performs 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 management fee schedules typically vary depending on the type of financial services. Fee types charged by Synovus Securities, Inc can include any blend of 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
James Greek Work History
James has been registered as a financial advisor for 4 years.*
Synovus Securities, Inc
Synovus Bank
Brightchoice Financial, LLC
Kraft Asset Management, LLC
Suntrust Advisory Services
Suntrust Investment Services, Inc
Suntrust Bank
Jackson National Life Distributors LLC
Jackson National Distributors
*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 James Greek 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
Saint Simons Island, GA
Birmingham, AL
Atlanta, GA
Alpharetta, GA
Newnan, GA
Port Charlotte, FL
Peachtree City, GA
Birmingham, 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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