Charity
Keller

Synovus Securities, Inc

CRD#7112536
Investment Advisor
in Columbus, GA

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About this Advisor

Charity Keller is a financial advisor based in Columbus, Georgia, working with Synovus Securities, Inc. Charity has previously held positions at Synovus Securities, Inc, Synovus, Alloy Wheel Repair Specialist, and Fitness For Women. Charity has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Charity is part of Synovus Securities, Inc, which operates out of Columbus, Georgia. 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 66

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

1111 Bay Avenue 4Th Floor
Columbus, GA 31901

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Synovus Securities, Inc Brokerage Details

Total Assets Under Management

$6,242,394,824

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

292

GA Average: 58
Total Number of Accounts

12,037

GA Average: 1,608
Average Account Size

$518,601

GA 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

Charity Keller Work History

2019 - Present (5 years)

Synovus Securities, Inc

2017 - 2019 (2 years)

Synovus

2014 - 2018 (4 years)

Alloy Wheel Repair Specialist

2013 - 2014 (1 year)

Fitness For Women

Disclosures

Please visit the SEC profile of Charity Keller 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

Lirime Mcguire
Macon, GA
Cynthia Pope
Perry, GA
Miguel Alvarez
Port Charlotte, FL
Christopher Sullivan
Birmingham, AL
Tiffany Hollimon
Tampa, FL
James Mckenzie
Atlanta, GA
Erika Chambliss
Saint Simons Island, GA
Robert Law
Atlanta, GA

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.

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