Keith Aaron Wood
Investment adviser representative at Synovus Securities, Inc.
19 yearsExperience
21 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
19 years in the industry.
- Pinnacle BankJan 2026 to now
- Synovus Securities, Inc.Apr 2019 to now
- N/aJan 2007 to now
- Synovus BankApr 2019 to Dec 2025
- Raymond James Financial Services Advisors Inc.May 2015 to Apr 2019
- Raymond James Financial Services, IncApr 2015 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 21 states (AL, AZ, CA, CO, FL, GA, IN, KY, LA, MD, NC, NJ, NM, NY, OH, OR, PA, SC, SD, TX, VA).
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
- 4180392
- Firm CRD
- 14023