Erika Chambliss, financial advisor Saint Simons Island GA

Erika Chambliss

CRD Number: 6300746
Current Firm: Synovus Securities, Inc.

Erika Chambliss (CRD# 6300746) is an Investment Advisor Representative working at Synovus Securities, Inc. in Saint Simons Island, GA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Synovus Bank St. Simons Island, GA Jun 2021 - Current 2
Synovus Securities Saint Simmons Island, GA Apr 2021 - Current 2
Synovus Bank Saint Simmons Island, GA Apr 2020 - Jun 2021 1
Synovus Securities, Inc. Brunswick, GA Aug 2019 - Apr 2021 1
Synovus Bank Brunswick, GA Aug 2019 - Apr 2021 1
Nationwide Dublin, OH Jan 2014 - Jul 2019 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2015
S65 NASAA Investment Advisors Law Examination Jan 2015
Contact Info for Erika S. Chambliss
Phone Number: 706-649-2327
Firm Website: http://www.synovus.com
Registered State(s):
  • GA
  • SC
By the Numbers
  • Total Assets Under Management
    5,804
    MILLIONS
  • Total Number of Accounts
    12,071
    ACCOUNTS
  • Average Account Value
    $480,783
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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