Heather Dawn Kirkland

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

• 08/2016 → 11/2018
  Synovus Securities, Inc.
  Columbus, GA
• 11/2018 → 11/2022
  Synovus Securities, Inc.
  Columbus, GA
• 11/2022 → Present
  Synovus Securities Inc.
  Columbus, GA

Other Businesses

WHITE OAKS BERRY FARM| HAMILTON, GEORGIA|NATURE OF BUSINESS: AGRICULTURE|ROLE: MEMBER|HOURS PER MONTH: 3| HOURS SPENT DURING TRADING HOURS: 0|INVESTMENT RELATED: NO|START DATE: 7/1/2020| DUTIES INCLUDE ADMINISTRATIVE RESPONSIBILITIES TO INCLUDE THE KEEPING OF BOOKS AND RECORDS AS WELL AS CHECK WRITING PRIVILEGES ON BUSINESS BANK ACCOUNT.

Exams

• S66 Uniform Combined State Law Examination
  2019-02-04

Other Names

• Heather Phillips
• Heather Hancock
• Heather Hancock