Philip Mulkey is a CFP-designated registered investment advisor at Synovus Securities, INC., based in Atlanta, GA, with 8 years of industry experience. Philip 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
3400 Overton Park Drive, Atlanta, GA, 30339
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Philip works as a ride share driver for Uber, a tax preparer, and a notary public. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Synovus Securities, INC.
Synovus Securities, INC.Broker
State Registrations14 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
More Advisors
- Nancy Thrasher, CFPSynovus Securities, INC.
- Barton Gadlage, CFPSynovus Securities, INC.
- Crystal Stevens, CFPSynovus Securities, INC.
- Jarrett Hindrew, CFP, ChFCSynovus Securities, INC.
- Robert Law, CFPSynovus Securities, INC.
- Robert Law, CFPSynovus Securities, INC.