Neil Alan Knierim
Investment adviser representative at Synovus Securities, Inc.
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Pinnacle BankJan 2026 to now
- Synovus Securities, Inc.Jun 2025 to now
- Synovus BankFeb 2024 to Jan 2026
- Wells Fargo Bank, NAAug 2021 to Jan 2024
- Wells Fargo Clearing Services, LLCAug 2021 to Jan 2024
- Bbva Wealth Solutions Inc.Apr 2017 to Aug 2021
- Bbva Compass Insurance Agency, Inc.Feb 2017 to Aug 2021
- Bbva Securities Inc.Feb 2017 to Aug 2021
- Compass BankFeb 2017 to Aug 2021
- Principal Securities, Inc.May 2012 to Feb 2017
- Principal Life Ins CoMay 2012 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2010
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
- 5798541
- Firm CRD
- 14023