linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Carol Annette Smith

First Horizon Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Carol? Claim Your Profile

About Carol Annette Smith

Carol Annette Smith is a financial professional with over eight years of experience in the industry. Carol is a Registered Representative and Investment Advisor Representative associated with First Horizon Advisors, Inc. Carol is Series 27, Series 99TO and SIE licensed. Carol specializes in providing financial advice to individuals, businesses, and institutions. Carol's areas of expertise include financial planning, portfolio management, and pension consulting. Carol works at the Memphis, TN branch office of First Horizon Advisors, Inc.

Firm Information

Carol Smith is currently registered with First Horizon Advisors, Inc.. First Horizon Advisors, Inc. is a Memphis, TN-based corporation, formed in 1985. They provide a range of investment advisory services including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. First Horizon Advisors serves a diverse clientele, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, insurance companies, and banking or thrift institutions. They are registered with the SEC and in 53 states.
First Horizon Advisors, Inc.

4990 POPLAR AVENUE

MEMPHIS, TN 38117

$12.36B

Assets Under Management

Not reported

Total Clients

306

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Carol Smith’s Registration & Firm History

TN

01/29/2015 - Present

First Horizon Advisors, Inc. (MEMPHIS TN)

Not sure if Carol Annette Smith is right for you?

Licenses & Designations

BC

Issued 01/29/2015

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carol Annette Smith.
Not sure if Carol Annette Smith is right for you?