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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lea? Claim Your ProfileLea Taylor Townes is a financial advisor at First Horizon Advisors, Inc. Lea has been in the financial services industry since 1996 and has experience working with individuals, corporations, and charitable organizations. Lea has a strong track record of success in providing financial advice and investment management services. Lea is a Certified Financial Planner™ and holds the Series 7, Series 10, Series 26, Series 63, and Series 65 licenses. Lea provides financial planning services, portfolio management, and investment management services. Lea is registered to provide investment advice in Arizona, Georgia, Kentucky, Michigan, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, and Virginia.
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.
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2
NC
12/07/2020 - Present
First Horizon Advisors, Inc. (Chapel Hill NC)
NC
04/25/2013 - 12/08/2020
WELLS FARGO CLEARING SERVICES, LLC (BURLINGTON NC)
NC
07/04/2003 - 04/24/2013
FIRST TENNESSEE BROKERAGE, INC. (WINSTON SALEM NC)
IA
02/25/2003 - 06/17/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MN
08/13/1996 - 01/27/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/13/1996 - 01/27/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/28/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/17/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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