Mary Margaret Tanner

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 01/2026
  Synovus Bank
  Tuscaloosa, AL
• 06/2016 → Present
  Synovus Securities, Inc.
  Chattanooga, TN
• 01/2026 → Present
  Pinnacle Bank
  Chattanooga, TN

Previous Registrations

• 2013-10-28 → 2015-05-26
  Lpl Financial Llc
  Chelsea, AL
  San Diego, CA
  Birmingham, AL
• 2010-12-17 → 2012-10-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
  Birmingham, AL
  Birmingham, AL
  Charlotte, NC
  Miami, FL
  Birmingham, AL

Other Businesses

NAME: RENTAL PROPERTY INVESTMENT-RELATED: NO ADDRESS: 2100 OLD TAYLOR RD. UNIT 234, OXFORD, MS 38655 NATURE OF BUSINESS: RENTAL PROPERTY POSITION: OWNER START DATE: MARCH 2012 #HRS/MONTH: LESS THAN 1 #HRS DURING TRADING: 0 DESCRIPTION OF DUTIES: OWNER OF PROPERTY LOCATED AT ADDRESS LISTED ABOVE. TIME SPENT IS NOMINAL AS I EMPLOY A PROPERTY MANAGER TO HANDLE EVERY DAY OPERATIONS/MAINTENANCE.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-16

Other Names

• Maggie Turner
• Mary Margaret Turner
• Maggie Tanner