Keith Garner, financial advisor Wesley Chapel FL

Keith Garner

CRD Number: 5318725
Current Firm: Synovus Securities, Inc.

Keith Garner (CRD# 5318725) is an Investment Advisor Representative working at Synovus Securities, Inc. in Wesley Chapel, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Synovus Securities, Inc. Tampa, FL Feb 2023 - Current 1
Synovus Bank Oldsmar, FL Feb 2023 - Current 1
Synovus Securities, Inc. Oldsmar, FL Feb 2023 - Current 1
Synovus Bank Tampa, FL Feb 2023 - Current 1
Synovus Bank Wesley Chapel, FL Jan 2020 - Current 4
Synovus Securities, Inc. Wesley Chapel, FL Jan 2020 - Current 4
Synovus Securities Inc. Brooksville, FL Sep 2019 - Oct 2022 3
Synovus Bank Brooksville, FL Sep 2019 - Oct 2022 3
Synovus Bank Trinity, FL Oct 2019 - Jan 2020 < 1
Synovus Securities, Inc. Trinity, FL Oct 2019 - Jan 2020 < 1
Synovus Securities, Inc. Trinity, FL Jun 2019 - Oct 2019 < 1
Synovus Bank Trinity, FL Jun 2019 - Oct 2019 < 1
Suntrust Advisory Services Atlanta, GA Aug 2016 - Jun 2019 2
Suntrust Investment Services, Inc. Atlanta, GA Jun 2015 - Jun 2019 4
Fifth Third Securities Tampa, FL Jan 2014 - Jun 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Keith W. Garner
Phone Number: 706-649-2327
Firm Website: http://www.cfgltd.com
Registered State(s):
  • AR
  • CO
  • FL
  • GA
  • IL
  • MS
  • SC
By the Numbers
  • Total Assets Under Management
    6,242
    MILLIONS
  • Total Number of Accounts
    12,037
    ACCOUNTS
  • Average Account Value
    $518,601
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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