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John Thomas Carter

Investment adviser representative at Synovus Securities, Inc.
20 yearsExperience
7 statesRegistered in
$8.4BFirm assets
43 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

20 years in the industry.

  1. Pinnacle BankJan 2026 to now
  2. Synovus Securities, Inc.Jun 2018 to now
  3. Synovus Trust CompanyJun 2018 to now
  4. Synovus BankJun 2018 to Dec 2025
  5. Suntrust Advisory ServicesSep 2016 to Jun 2018
  6. Suntrust Investment Services, IncOct 2013 to Jun 2018
  7. Suntrust BankFeb 2006 to Jun 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law1995
  • Series 63 · Uniform Securities Agent State Law2001
  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 7 states (AL, FL, GA, KY, MN, NC, SC).

Synovus Securities, Inc.

$8.4BAssets managed
12,411Clients
169Advisers
43 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2619913
Firm CRD
14023
Advisor's SEC record (opens in a new tab)
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