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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Michelle Humphres is a financial advisor with First Horizon Advisors, Inc. Lisa is licensed in Tennessee and has experience working in the financial industry since 2020. Lisa is a registered Investment Adviser Representative. Lisa has passed the Series 63, Series 65, Series 7TO and SIE exams. Lisa specializes in financial planning and portfolio management for individuals and businesses. Lisa has a history of working with individuals, insurance companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses and individuals other than high net worth.
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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TN
04/30/2024 - Present
First Horizon Advisors, Inc. (CLEVELAND TN)
TN
06/11/2020 - 06/30/2020
FIRST HORIZON ADVISORS, INC. (CLEVELAND TN)
IA
Issued 04/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/11/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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