Wallace D Weathers
Investment adviser representative at Synovus Securities, Inc.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.4BFirm assets
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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
16 years in the industry.
- Pinnacle BankJan 2026 to now
- Synovus Securities, Inc.Sep 2024 to now
- SynovusSep 2024 to Jan 2026
- Cetera Investment Services LLCMay 2013 to Sep 2024
- Regions BankNov 2010 to Sep 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 4927056
- Firm CRD
- 14023