Phillip Aldridge (CRD# 4183834) is an Investment Advisor Representative working at Synovus Securities, Inc. in Tucker, GA and has over 23 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Synovus Securities Inc. | Tucker, GA | Oct 2019 - Current | 4 |
| Synovus Bank | Tucker, GA | Oct 2019 - Current | 4 |
| Synovus Securities Inc. | Tucker, GA | Jul 2016 - Oct 2019 | 3 |
| Synovus Bank | Tucker, GA | Jul 2016 - Oct 2019 | 3 |
| Synovus Securities, Inc. | Columbus, GA | Apr 2000 - Jul 2016 | 16 |
| Synovus Bank | Columbus, GA | Apr 1987 - Jul 2016 | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2000 |
- AL
- FL
- GA
- LA
- MD
- VA
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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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