Christopher Helton (CRD# 5145456) is an Investment Advisor Representative working at Synovus Securities, Inc. in Birmingham, AL and has over 17 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Synovus Securities Inc. | Huntsville, AL | Oct 2019 - Current | 4 |
Synovus Bank | Huntsville, AL | Oct 2019 - Current | 4 |
Synovus Securities, Inc. | Huntsville, AL | Jun 2010 - Oct 2019 | 9 |
Synovus Bank | Huntsville, AL | Jun 2010 - Oct 2019 | 9 |
Synovus Bank Of Jacksonville | Jacksonville, FL | Sep 2016 - Oct 2016 | < 1 |
First Coast Community Bank | Fernandina Beach, FL | Sep 2016 - Oct 2016 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2006 |
- AL
- AR
- CO
- FL
- GA
- LA
- MO
- NH
- OH
- SC
- VI
-
Total Assets Under Management6,242MILLIONS
-
Total Number of Accounts12,037ACCOUNTS
-
Average Account Value$518,601
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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