Gene Dale Perkins
Investment adviser representative at Synovus Securities, Inc.
31 yearsExperience
1 stateRegistered in
$8.4BFirm assets
43 yearsFirm in business
Are you Gene Dale Perkins? Claim your profile
Contact this firm
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
31 years in the industry.
- Pinnacle BankJan 2026 to now
- Synovus Securities, Inc.May 2017 to now
- Synovus BankMay 2017 to Jan 2026
- Suntrust Advisory ServicesSep 2016 to May 2017
- Suntrust Investment Services, Inc.Nov 2006 to May 2017
- SuntrustSep 1995 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 4336599
- Firm CRD
- 14023