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Kimberly Michelle Talbert

First Horizon Advisors, Inc.

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About Kimberly Michelle Talbert

Kimberly Talbert is a financial advisor at First Horizon Advisors, Inc. in Nashville, TN. Kimberly has been in the financial industry since August 2000 and has been with First Horizon Advisors since February 2007. Kimberly holds the Series 6, Series 63, and SIE licenses and is registered in Tennessee. Kimberly has a long history of serving clients in the Nashville area and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

Kimberly Talbert 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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Kimberly Talbert’s Registration & Firm History

TN

02/22/2007 - Present

First Horizon Advisors, Inc. (Nashville TN)

TN

01/15/2004 - 11/22/2006

PFIC SECURITIES CORPORATION (FRANKLIN TN)

TN

04/18/2000 - 12/10/2003

FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)

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Licenses & Designations

BC

Issued 04/24/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kimberly Michelle Talbert. Review regulatory record here.
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