Travis WadeCRD Number: 3077955
Current Firm: Synovus Securities, Inc.
Travis Wade (CRD# 3077955) is an Investment Advisor Representative working at Synovus Securities, Inc. in Columbus, GA and has over 23 years of experience in the finance industry. Travis Wade has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Greatmark Investment Partners, Inc.
Aja Financial LLC
Synovus Securities, Inc.
|Synovus Securities Inc.||Columbus, GA||Oct 2019 - Current||2|
|Synovus Bank||Columbus, GA||Oct 2019 - Current||2|
|Synovus Bank||Columbus, GA||Apr 2006 - Oct 2019||13|
|Synovus Securities, Inc.||Columbus, GA||Jun 1998 - Oct 2019||21|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 1998|
Total Assets Under Management6,290MILLIONS
Total Number of Accounts11,869ACCOUNTS
Average Account Value$529,990
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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