James Daniel Mckenzie
Investment adviser representative at Synovus Securities, Inc.
12 yearsExperience
39 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
12 years in the industry.
- Synovus Securities, Inc.Jun 2023 to now
- Creative Financial GroupMay 2023 to now
- Synovus Financial CorporationJul 2022 to May 2023
- Creative Financial GroupJun 2021 to Aug 2021
- Mercer UniversityAug 2018 to May 2022
- ST. Pius X. Catholic SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 39 states (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI).
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
- 7390780
- Firm CRD
- 14023