Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bard? Claim Your ProfileBard Powell is a financial advisor with First Horizon Advisors, Inc. Bard is a Certified Financial Planner and has been in the industry since October 2021. Bard's office is located in Brentwood, Tennessee. Bard is registered to provide investment advice in Tennessee. Bard has previous experience with SA Stone Wealth Management Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TN
12/12/2022 - Present
First Horizon Advisors, Inc. (Brentwood TN)
TN
10/20/2021 - 11/30/2022
SA STONE WEALTH MANAGEMENT INC. (Franklin TN)
BOTH
Issued 01/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Bard Powell is the right advisor for you? Invested Better is here to help.
