Jane Prevost (CRD# 6089460) is an Investment Advisor Representative working at Synovus Securities, Inc. in Charleston, SC and has over 11 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Synovus Securities, Inc. | Charleston, SC | Oct 2019 - Current | 4 |
| Synovus Bank | Charleston, SC | Oct 2019 - Current | 4 |
| Bank Of America, N.a. | Charleston, SC | Dec 2012 - Current | 11 |
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Charleston, SC | Jun 2012 - Current | 11 |
| Synovus Securities, Inc. | Charleston, SC | Jan 2018 - Oct 2019 | 1 |
| Synovus Bank | Charleston, SC | Jan 2018 - Oct 2019 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- AL
- FL
- GA
- ID
- NE
- NC
- PA
- SC
- TX
- VA
- WA
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Total Assets Under Management6,242MILLIONS
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Total Number of Accounts12,037ACCOUNTS
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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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