Allen Curry
Allen Curry is a registered investment advisor at Synovus Securities, INC., based in Charleston, SC, with 31 years of industry experience. Allen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 12,411 clients with $8.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.46% |
| $500K - $1.0M | 1.36% |
| $1.0M - $2.0M | 1.26% |
| $2M+ | 1.16% |
Rates reflect the Advisor Directed Program schedule (highest standard SSI retention rate among main programs). Fees vary across different programs (such as SMA, Strategist, UMA) which also include subadviser and platform fees. Fees are negotiable.
Fee Estimator
Location
1080 Morrison Drive, Suite 300, Charleston, SC, 29403
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 2014Customer Dispute
February 2013Customer Dispute
January 2013Customer Dispute
December 2007Employment History
Current Registrations
Synovus Securities, INC.
Synovus Securities, INC.Broker
Previous Registrations
Prudential Securities IncorporatedBroker
J.C. Bradford & CO.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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