AdFi
SS

SYNOVUS SECURITIES, INC.

SEC Registered

Financial success takes more than wishful thinking

COLUMBUS, GAhttps://cfgltd.com706-649-2327
Assets Under Management
$5B–$25B
Year Founded
1988
Employees
280
Office Locations
26 offices
Total Accounts
12411

About the firm

CFG Ltd. serves individual and corporate clients across the nation since 1988. Their approach goes beyond traditional quantitative analysis, seeking to add value to each client relationship by making it personal, collaborative, and flexible.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingState/MunicipalInsurance Companies

Areas of expertise

Cash ManagementAsset ManagementIncome Tax PlanningEstate PlanningInsurance AssessmentEducation FundingRetirement Income Planning

Services

Complete services including cash management, asset management, income tax planning, estate planning, insurance assessment, education funding, and retirement income planning.

Who they serve

Individual and corporate clients across the nation

Client segmentClientsAssets managed
Individuals (Non-HNW)10,026$2.7B
High Net Worth Individuals1,938$5.0B
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
Charitable Organizations131$99M
State/Municipal Entities86
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

100 total clients reported on Form ADV.

Leadership

Guy Leonard Sexton
EVP/DIRECTOR
Lillian Enfinger Burns
SENIOR VICE PRESIDENT AND DIRECTOR OF COMPLIANCE FOR FMS
Robert Parker Varner
EVP & DIRECTOR
Synovus Financial Corp.
SYNOVUS SECURITIES, INC PARENT
Jeffery Barton Singleton
PRESIDENT/CEO
James Thomas Jr Wall
BOND TRADING MANAGER/DIRECTOR
Michael Edward Fowler
ROP
Gene Frederick Gunderson
CHIEF COMPLIANCE OFFICER
Robert Ward Law
PRESIDENT - CFG DIVISION
Leah Jeanette Kirk
CHIEF OPERATING OFFICER
Leigh Angela Wills
CHIEF FINANCIAL OFFICER/FINANCIAL OPERATIONS PRINCIPAL

Office locations

26 offices in 4 states
GA
COLUMBUSHQ
GA
VALDOSTA
GA
ROME
GA
LAGRANGE
GA
ATHENS
FL
PENSACOLA
AL
HUNTSVILLE
GA
ALPHARETTA
AL
BIRMINGHAM
AL
BIRMINGHAM
SC
COLUMBIA
SC
SUMTER
GA
COLUMBUS
AL
MONTGOMERY
SC
CHARLESTON
GA
ATLANTA
FL
SARASOTA
GA
COLUMBUS
FL
TAMPA
GA
ATLANTA
GA
MACON
FL
WINTER PARK
FL
PORT CHARLOTTE
FL
DAVIE
FL
FORT LAUDERDALE
FL
CORAL GABLES

Advisors at this firm

Showing 100 of 174

Phillip Gary Abshier II
Investment Adviser Representative
Dual-registered
Bridget Adaline Alcide
Investment Adviser Representative
Dual-registered
Phillip Wayne Aldridge
Investment Adviser Representative
Dual-registered
Miguel Alejandro Alvarez
Investment Adviser Representative
Dual-registered
Jeffrey Wayne Askins
Investment Adviser Representative
Dual-registered
William H Barnes II
Investment Adviser Representative
Dual-registered
Jennifer Williams Blackhurst
Investment Adviser Representative
Dual-registered
Blake Brian Bourne
Investment Adviser Representative
Dual-registered
Christopher Paul Brown
Investment Adviser Representative
Dual-registered
Todd Emil Bellocchio
Investment Adviser Representative
Dual-registered
Arthur Bickerstaff
Investment Adviser Representative
Dual-registered
William Thomas Brooks
Investment Adviser Representative
Investment Adviser Rep
Karen S Burke
Investment Adviser Representative
Dual-registered
Robert Hamilton Harris Burts Jr
Investment Adviser Representative
Dual-registered
Benjamin M. Calvert
Investment Adviser Representative
Dual-registered
Casey Maney Campana
Investment Adviser Representative
Dual-registered
John Thomas Carter II
Investment Adviser Representative
Dual-registered
Ryan Patrick Collin
Investment Adviser Representative
Dual-registered
Jason Clarke Connally
Investment Adviser Representative
Dual-registered
David Shawn Cooksey
Investment Adviser Representative
Dual-registered
Adam Reza Cader
Investment Adviser Representative
Dual-registered
Reagan Caruso
Investment Adviser Representative
Dual-registered
Erika Skarlet Chambliss
Investment Adviser Representative
Dual-registered
Jason Paul Christopher
Investment Adviser Representative
Dual-registered
Joanna Abigail Cole
Investment Adviser Representative
Dual-registered
Michael Douglas Crowe
Investment Adviser Representative
Dual-registered
Allen Theodore Curry
Investment Adviser Representative
Dual-registered
Elysabeth Laura Dalton
Investment Adviser Representative
Dual-registered
Howard French Daugherty Jr.
Investment Adviser Representative
Dual-registered
James Russell Davidson Sr.
Investment Adviser Representative
Dual-registered
Jenna Elizabeth Davis
Investment Adviser Representative
Dual-registered
Ryan John Dohallow
Investment Adviser Representative
Dual-registered
Evan Clifford Dorman
Investment Adviser Representative
Dual-registered
Jonathan Wayne Duke
Investment Adviser Representative
Dual-registered
Jennifer Geroldine Dunaway
Investment Adviser Representative
Dual-registered
Stephanie Benardo Desear
Investment Adviser Representative
Dual-registered
Elizabeth Boston Edwards
Investment Adviser Representative
Dual-registered
Teresa Ann Eidson-Hand
Investment Adviser Representative
Dual-registered
Jason Robert Evans
Investment Adviser Representative
Dual-registered
Brandon Lamar Fields
Investment Adviser Representative
Dual-registered
Edward Milton Fowler
Investment Adviser Representative
Dual-registered
Christopher Fernandez
Investment Adviser Representative
Dual-registered
Sergio Fernandez
Investment Adviser Representative
Dual-registered
Jonathan Conrad Ferro
Investment Adviser Representative
Dual-registered
Michael John Fetzer
Investment Adviser Representative
Dual-registered
Barton M Gadlage
Investment Adviser Representative
Dual-registered
Diana Lynn Gaus
Investment Adviser Representative
Dual-registered
Laura Louise Golden
Investment Adviser Representative
Dual-registered
Megan F Gordon
Investment Adviser Representative
Dual-registered
Gaines Elizabeth Grelier Kohn
Investment Adviser Representative
Dual-registered
Joseph Lee Griffin Jr
Investment Adviser Representative
Dual-registered
Gene Frederick Gunderson
Investment Adviser Representative
Dual-registered
Andrew Robert Gay Jr
Investment Adviser Representative
Dual-registered
Isoldy Guzman
Investment Adviser Representative
Dual-registered
Farley Hughes Haralson
Investment Adviser Representative
Dual-registered
Stephanie Bowen Heard
Investment Adviser Representative
Dual-registered
Jarrett Eugene Hindrew
Investment Adviser Representative
Dual-registered
Marion E Holland
Investment Adviser Representative
Dual-registered
Robert Jackson Hopper
Investment Adviser Representative
Dual-registered
Walter Hendon Huxford III
Investment Adviser Representative
Dual-registered
Cynthia Amos Helms
Investment Adviser Representative
Dual-registered
Aimee Lauren Horstman
Investment Adviser Representative
Dual-registered
Dave Louis James
Investment Adviser Representative
Dual-registered
William M Jennette
Investment Adviser Representative
Dual-registered
Boyd Benson Jones
Investment Adviser Representative
Dual-registered
Cathy Wheeler Jones
Investment Adviser Representative
Dual-registered
Michelle Jessup McKenzie
Investment Adviser Representative
Dual-registered
Joanne Gibson Johnson
Investment Adviser Representative
Dual-registered
Jonathan Emery Johnson II
Investment Adviser Representative
Dual-registered
Matthew Chad Johnson
Investment Adviser Representative
Dual-registered
Heather Dawn Kirkland
Investment Adviser Representative
Dual-registered
Rufus Carroll Kirkland Jr
Investment Adviser Representative
Dual-registered
Allyson Gowen Kiel
Investment Adviser Representative
Dual-registered
Ronald Chris Kinnas Jr
Investment Adviser Representative
Dual-registered
Neil Alan Knierim
Investment Adviser Representative
Dual-registered
Kellie Marie Krakoviak
Investment Adviser Representative
Dual-registered
Christopher Allen Kroger
Investment Adviser Representative
Dual-registered
Nancy Shannon G. Lanier
Investment Adviser Representative
Dual-registered
Robert Ward Law
Investment Adviser Representative
Dual-registered
Robert Ward Law Jr.
Investment Adviser Representative
Dual-registered
Jonathan Blake Lewis
Investment Adviser Representative
Dual-registered
Eduardo Tomas Lopez
Investment Adviser Representative
Dual-registered
Stephen Scott Lorentz
Investment Adviser Representative
Dual-registered
Amanda Ray Lambertus
Investment Adviser Representative
Dual-registered
Christian John Lau
Investment Adviser Representative
Dual-registered
Anyiebett Star Lora
Investment Adviser Representative
Dual-registered
Diana Marazia Sanford
Investment Adviser Representative
Dual-registered
Hastings Lucille Marks
Investment Adviser Representative
Dual-registered
Scott Davis Mauldin
Investment Adviser Representative
Dual-registered
Mark Richard Mayer
Investment Adviser Representative
Dual-registered
Kevin James McCarthy
Investment Adviser Representative
Dual-registered
Drake H McCormick
Investment Adviser Representative
Dual-registered
Katherine McGranahan
Investment Adviser Representative
Dual-registered
Lirime McGuire
Investment Adviser Representative
Dual-registered
James Daniel McKenzie
Investment Adviser Representative
Dual-registered
Ray Lynes McKinney Jr.
Investment Adviser Representative
Dual-registered
Timothy Ray McLean
Investment Adviser Representative
Dual-registered
Caroline Moyer
Investment Adviser Representative
Dual-registered
Philip Ryan Mulkey
Investment Adviser Representative
Dual-registered
Michael Doyle Murray
Investment Adviser Representative
Dual-registered

Regulatory & compliance

CRD number
#14023
SEC Number
801-19690
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Commission / Hourly / Flat Fee
Asset tierAnnual rate
First $250,0001.50%
Next $250,0001.25%
Next $500,0001.00%
Over $1,000,0000.75%

Data as of January 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SYNOVUS SECURITIES, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
SYNOVUS SECURITIES, INC. in COLUMBUS, GA | AdvisorFinder