Phillip Aldridge, financial advisor Tucker GA

Phillip Aldridge

CRD Number: 4183834
Current Firm: Synovus Securities, Inc.

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.

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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
Contact Info for Phillip W. Aldridge
Phone Number: 706-649-2327
Firm Website: http://www.cfgltd.com
Registered State(s):
  • AL
  • FL
  • GA
  • LA
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    6,242
    MILLIONS
  • Total Number of Accounts
    12,037
    ACCOUNTS
  • Average Account Value
    $518,601
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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