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James Robert Bunting

First Horizon Advisors, Inc.

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About James Robert Bunting

James Bunting is a financial advisor at First Horizon Advisors, Inc. James has been in the financial services industry since 2000. He holds FINRA Series 6, 7, 63, and 66 registrations and is licensed to sell insurance and annuities. James has a broad range of experience working with a variety of client types, including individuals, businesses, and institutions. He is dedicated to providing his clients with personalized financial advice that meets their unique needs.

Firm Information

James Bunting 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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James Bunting’s Registration & Firm History

NC

09/27/2019 - Present

First Horizon Advisors, Inc. (Charlotte NC)

NC

08/27/2015 - 09/24/2019

PARK AVENUE SECURITIES LLC (CHARLOTTE NC)

NC

04/29/2011 - 04/20/2015

STANCORP EQUITIES, INC. (CHARLOTTE NC)

NC

03/10/2011 - 03/24/2011

WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)

NC

05/21/2010 - 02/23/2011

ROBERT W. BAIRD & CO. INCORPORATED (CHARLOTTE NC)

NC

06/01/2009 - 06/16/2010

MORGAN STANLEY SMITH BARNEY (CHARLOTTE NC)

NC

04/14/2009 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (CHARLOTTE NC)

NC

04/24/2007 - 12/11/2008

HARTFORD EQUITY SALES COMPANY INC. (MOORESVILLE NC)

NC

06/15/2004 - 03/23/2007

ING FINANCIAL ADVISERS, LLC (CHARLOTTE NC)

MA

08/16/1999 - 05/10/2004

MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 06/22/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/14/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2009

Series 7 - General Securities Representative Examination

BC

Issued 08/13/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for James Robert Bunting. Review regulatory record here.
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