linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Drake H McCormick

Synovus Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Drake? Claim Your Profile

About Drake H McCormick

Drake McCormick is a financial advisor with Synovus Securities, Inc. Drake has been in the industry since 2018 and is registered to provide investment advice in Alabama, Colorado, Florida, Georgia, North Carolina, South Carolina, Texas, and Virginia. Drake specializes in providing financial planning services, portfolio management for individuals and businesses, and educational seminars. Drake is also a Certified Financial Planner. The advisor can be reached at the Sumter, SC branch office of Synovus Securities, Inc.

Firm Information

Drake McCormick is currently registered with Synovus Securities, Inc.. Synovus Securities, Inc. is a Corporation that was formed on June 27, 1985. The firm is headquartered in COLUMBUS, GA. Synovus Securities, Inc. is registered with the SEC and is licensed to provide investment advice in 53 states. The firm provides a wide range of advisory services including financial planning, educational seminars, portfolio management for individuals and businesses, selection of other advisers, and publication of periodicals. The firm also participates in wrap fee programs. Synovus Securities, Inc. manages approximately $6.24 billion in assets for a variety of client types, including individuals, corporations, charitable organizations, and pension and profit sharing plans.
Synovus Securities, Inc.

SYNOVUS CENTRE, 1111 BAY AVENUE, 4TH FLOOR

COLUMBUS, GA 31901

$6.24B

Assets Under Management

100

Total Clients

232

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

tax related services, administrative services

Tax related services, administrative services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Drake McCormick’s Registration & Firm History

SC

08/14/2018 - Present

Synovus Securities, Inc. (SUMTER SC)

Not sure if Drake H McCormick is right for you?

Licenses & Designations

BOTH

Issued 08/14/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Drake H McCormick.
Not sure if Drake H McCormick is right for you?