linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Samuel Irvin Baxter

Synovus Securities, Inc.

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

About Samuel Irvin Baxter

Samuel Baxter is a financial advisor with Synovus Securities, Inc. Based in Columbia, South Carolina, Samuel has over 20 years of experience in the financial services industry. Prior to joining Synovus Securities, Inc., Samuel worked at BANC OF AMERICA INVESTMENT SERVICES, INC. Samuel Baxter holds FINRA Series 6, 7TO, 26, 63 and 66 licenses and is registered to offer investment advisory services in South Carolina.

Firm Information

Samuel Baxter 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.

Samuel Baxter’s Registration & Firm History

SC

12/23/2019 - Present

Synovus Securities, Inc. (COLUMBIA SC)

SC

04/03/1998 - 11/09/2006

BANC OF AMERICA INVESTMENT SERVICES, INC. (COLUMBIA SC)

Not sure if Samuel Irvin Baxter is right for you?

Licenses & Designations

BOTH

Issued 12/23/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/24/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 07/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/10/2019

SIE - Securities Industry Essentials Examination

BC

Issued 04/02/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel Irvin Baxter.
Not sure if Samuel Irvin Baxter is right for you?