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Robert Lamar Persons

Synovus Securities, Inc.

Columbus, GA

Columbus, GA

CRD 4689232

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Employer firm

Synovus Securities, Inc. CRD 14023

$8.45B regulatory AUM 100 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Synovus Securities, Inc.

33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2013-05-06
  • GA RA
    APPROVED
    Since 2013-05-06

Branch Locations

33 W 14Th Street 3Rd Floor, Columbus, GA 31901 • United States

33 W 14Th Street 3Rd Floor, Columbus, GA 31901 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Synovus Trust Company Columbus GA 01/2007 Present
Synovus Securities, Inc. Columbus GA 04/2013 Present
Previous Registrations
Other Businesses

TWIN CEDARS|START DATE: 07/26/2018|CHARITY|BOARD MEMBER|2 HOURS PER MONTH; 0 DURING TRADING HOURS|NOT INVESTMENT RELATED|GOVERNANCE, ADVANCE THE MISSION OF TWIN CEDARS, ADVOCATE, FUNDRAISING, FINANCIALS, COMPLIANCE, ETC.|NO COMPENSATION.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-05-13
  • S66 Uniform Combined State Law Examination
    2004-05-13
Designations
  • Certified Financial Planner

View on SEC IAPD

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