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Drake H Mccormick

Investment adviser representative at Synovus Securities, Inc.
18 yearsExperience
8 statesRegistered 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

18 years in the industry.

  1. Pinnacle BankJan 2026 to now
  2. Synovus Securities, Inc.Jun 2018 to now
  3. Synovus BankJun 2018 to Dec 2025
  4. Full-time EducationJun 2008 to Jun 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 8 states (AL, CO, FL, GA, NC, SC, 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
6963124
Firm CRD
14023
Advisor's SEC record (opens in a new tab)
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