AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
DB

Debora L Booth

SYNOVUS SECURITIES
PENSACOLA, FL
·CRD# 4274344·22 years experience

Professional Summary

Debora L Booth, who also goes by Debbie L Booth, Debbie Lynn Booth, Debbie Lynn Sapp, is a registered financial advisor currently at SYNOVUS SECURITIES, INC. located in Pensacola, Florida. Debora is registered as a RR (Registered Representative) and started their career in finance in 2000. Debora has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Debbie L Booth, Debbie Lynn Booth, Debbie Lynn Sapp

Blog Corner

Similar Advisors

Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#
View profile
Tyler Mikel Atkinson
Tyler Mikel Atkinson

LPL FINANCIAL LLC

BELLEVUE, WA · CRD#
Louis Joseph Czerwinski
Louis Joseph Czerwinski

PKS ADVISORY SERVICES, LLC

Southington, CT · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#
Tyler Mikel Atkinson
Tyler Mikel Atkinson

LPL FINANCIAL LLC

BELLEVUE, WA · CRD#
Louis Joseph Czerwinski
Louis Joseph Czerwinski

PKS ADVISORY SERVICES, LLC

Southington, CT · CRD#
JG
Joshua Colman Gerber

PERELLA WEINBERG PARTNERS LP

NEW YORK, NY · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#
Tyler Mikel Atkinson
Tyler Mikel Atkinson

LPL FINANCIAL LLC

BELLEVUE, WA · CRD#
Louis Joseph Czerwinski
Louis Joseph Czerwinski

PKS ADVISORY SERVICES, LLC

Southington, CT · CRD#
JG
Joshua Colman Gerber

PERELLA WEINBERG PARTNERS LP

NEW YORK, NY · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#
Tyler Mikel Atkinson
Tyler Mikel Atkinson

LPL FINANCIAL LLC

BELLEVUE, WA · CRD#
Louis Joseph Czerwinski
Louis Joseph Czerwinski

PKS ADVISORY SERVICES, LLC

Southington, CT · CRD#
JG
Joshua Colman Gerber

PERELLA WEINBERG PARTNERS LP

NEW YORK, NY · CRD#

Years of Experience

22 years in the financial services industry

Current & Past Employments

SYNOVUS SECURITIES, INC.·CRD# 14023
RIA
BD
125 W. Romana Street Suite 400, Pensacola, FL 32502
May 28, 2026 - Present
MORGAN STANLEY·CRD# 149777
BD
Pensacola, FL
April 14, 2011 - June 6, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Pensacola, FL
October 23, 2009 - April 5, 2011
BANC OF AMERICA INVESTMENT SERVICES, INC.·CRD# 16361
BD
Pensacola, FL
January 29, 2008 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.·CRD# 16361
BD
Boston, MA
November 22, 2000 - July 14, 2004

Similar Advisors

Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#
Tyler Mikel Atkinson
Tyler Mikel Atkinson

LPL FINANCIAL LLC

BELLEVUE, WA · CRD#
Louis Joseph Czerwinski
Louis Joseph Czerwinski

PKS ADVISORY SERVICES, LLC

Southington, CT · CRD#
JG
Joshua Colman Gerber

PERELLA WEINBERG PARTNERS LP

NEW YORK, NY · CRD#

Current Firm

SS
SYNOVUS SECURITIES, INC.

CALUMET FINANCIAL ASSOCIATES INC. | SYNOVUS SECURITIES, INC. | SYNOVUS FINANCIAL PLANNING SERVICES | CREATIVE FINANCIAL GROUP, A DIVISION OF SYNOVUS SECURITIES, INC. | CALUMET FINANCIAL ASSOCIATES, INC.

CRD#: 14023 / SEC#: 801-19690, 8-34709
RIA
Registered Investment Advisory firm - SEC (9/1/1983 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

Contact Information

Main Address

33 W 14th Street 3rd Floor, Columbus, GA 31901

Mailing Address

P.o. Box 2628, Columbus, GA 31902-2628

Phone Number

(706) 649-2327

Established

Georgia since 06/27/1985

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Medium

# of Employees

280

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

CREATIVE FINANCIAL GROUP ADV PART 2A (1/28/2026)

Direct owners and executive officers

NamePositionCRD#
PINNACLE FINANCIAL PARTNERS INC.SYNOVUS SECURITIES, INC. PARENT—
BROOKS, WILLIAM THOMASCHIEF COMPLIANCE OFFICER5028846
ELEAM, JENNA KELLEYCHIEF FINANCIAL OFFICER / FINOP7801582
GUNDERSON, GENE FREDERICKDIRECTOR OF COMPLIANCE, TRUST & BROKERAGE2914172
KIRK, LEAH JEANETTECHIEF OPERATIONS OFFICER2217286
LAW, ROBERT WARDPRESIDENT - CFG DIVISION1399885
MACHARIA, MWANGI JOHNDEPUTY CHIEF COMPLIANCE OFFICER2723756
MCKENZIE, MICHELLE JESSUPROP2475731
SEXTON, GUY LEONARDEVP/DIRECTOR1204541
VARNER, ROBERT PARKERPRESIDENT2192715

Regulatory Assets Under Management

Total Number of Accounts

12,411

AUM (Assets Under Management)

$8,445,083,014

Disclosures

Regulatory Event

10

Arbitration

2

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/22/2025Cover PageReport
11/22/2024Cover PageReport
10/27/2023Cover PageReport

Similar Advisors

Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#
Tyler Mikel Atkinson
Tyler Mikel Atkinson

LPL FINANCIAL LLC

BELLEVUE, WA · CRD#
Louis Joseph Czerwinski
Louis Joseph Czerwinski

PKS ADVISORY SERVICES, LLC

Southington, CT · CRD#
JG
Joshua Colman Gerber

PERELLA WEINBERG PARTNERS LP

NEW YORK, NY · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Similar Advisors

Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#
Tyler Mikel Atkinson
Tyler Mikel Atkinson

LPL FINANCIAL LLC

BELLEVUE, WA · CRD#
Louis Joseph Czerwinski
Louis Joseph Czerwinski

PKS ADVISORY SERVICES, LLC

Southington, CT · CRD#
JG
Joshua Colman Gerber

PERELLA WEINBERG PARTNERS LP

NEW YORK, NY · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SS
SYNOVUS SECURITIES, INC.

CALUMET FINANCIAL ASSOCIATES INC. | SYNOVUS SECURITIES, INC. | SYNOVUS FINANCIAL PLANNING SERVICES | CREATIVE FINANCIAL GROUP, A DIVISION OF SYNOVUS SECURITIES, INC. | CALUMET FINANCIAL ASSOCIATES, INC.

CRD#: 14023 / SEC#: 801-19690, 8-34709
RIA
Registered Investment Advisory firm - SEC (9/1/1983 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(6/9/2026)
RR
District of Columbia
(5/28/2026)
RR
Florida
(5/28/2026)
RR
Georgia
(9/3/2026)
RR
South Carolina
(5/28/2026)
RR
Tennessee
(6/12/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2008About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 2011About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 2008About the Series 6 exam
FINRA
SRO Registrations

Similar Advisors

Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#
Tyler Mikel Atkinson
Tyler Mikel Atkinson

LPL FINANCIAL LLC

BELLEVUE, WA · CRD#
Louis Joseph Czerwinski
Louis Joseph Czerwinski

PKS ADVISORY SERVICES, LLC

Southington, CT · CRD#
JG
Joshua Colman Gerber

PERELLA WEINBERG PARTNERS LP

NEW YORK, NY · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Debora L Booth's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#
Tyler Mikel Atkinson
Tyler Mikel Atkinson

LPL FINANCIAL LLC

BELLEVUE, WA · CRD#
Louis Joseph Czerwinski
Louis Joseph Czerwinski

PKS ADVISORY SERVICES, LLC

Southington, CT · CRD#
JG
Joshua Colman Gerber

PERELLA WEINBERG PARTNERS LP

NEW YORK, NY · CRD#
DB
Follow Debora
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required