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Katherine Copeland Pegram

First Horizon Advisors, Inc.

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About Katherine Copeland Pegram

Katherine Copeland Pegram is a financial advisor with First Horizon Advisors, Inc. in Dallas, Texas. Katherine has been in the financial services industry since February 8, 2015 and is licensed to sell securities in Texas. Katherine holds the Series 63, Series 7, and SIE licenses. Katherine Copeland Pegram was previously registered with FROST BROKERAGE SERVICES, INC. in Colleyville, Texas. Katherine Copeland Pegram's current employment registration with First Horizon Advisors, Inc. began on December 12, 2022.

Firm Information

Katherine Pegram 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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Katherine Pegram’s Registration & Firm History

TX

12/12/2022 - Present

First Horizon Advisors, Inc. (Dallas TX)

TX

01/20/2015 - 11/21/2022

FROST BROKERAGE SERVICES, INC. (COLLEYVILLE TX)

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Licenses & Designations

BC

Issued 03/20/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katherine Copeland Pegram.
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