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Katherine Mcgranahan

Investment adviser representative at Synovus Securities, Inc.
12 yearsExperience
3 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.

  1. Pinnacle BankJan 2026 to now
  2. Synovus Securities, Inc.May 2022 to now
  3. Synovus BankAug 2018 to Jan 2026
  4. Regions BankSep 2014 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 3 states (FL, NC, SC).

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
7562302
Firm CRD
14023
Advisor's SEC record (opens in a new tab)
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