Morrell McCaskill, financial advisor Savannah GA
93 score

Morrell McCaskill

CRD Number: 5343791
Current Firm: Synovus Securities, Inc.

Morrell McCaskill (CRD# 5343791) is an Investment Advisor Representative working at Synovus Securities, Inc. in Savannah, GA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Synovus Securities, Inc. Savannah, GA Jul 2014 - Current 2
Sea Island Bank, A Division Of Synovus Bank Savannah, GA Jul 2014 - Current 2
Melaleuca Idaho Falls, ID Jul 2013 - Current 3
Wells Fargo Advisors LLC Savannah, GA Aug 2011 - Jul 2014 2
Wells Fargo Bank Na Savannah, GA May 2007 - Jul 2014 7
Georgia Southern University Statesboro, GA Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
S63 Uniform Securities State Law Examination Jul 2007
Contact Info for Morrell A. McCaskill
Phone Number: 706-649-2327
Firm Website: http://cfgltd.com
Registered State(s):
  • FL
  • NV
  • NC
  • OH
  • GA
By the Numbers
  • Total Assets Under Management
    1,710
    MILLIONS
  • Total Number of Accounts
    3,948
    ACCOUNTS
  • Average Account Value
    $433,235
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

AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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