Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Allen is a financial advisor with First Horizon Advisors, Inc., a firm that has approximately $12,356,541,464 in assets under management. Louis has over 20 years of experience in the financial industry and is registered with the state of Tennessee. Louis has earned his Series 7, 6, 24, 63, and 66 licenses. Louis has extensive experience working with high-net-worth individuals, corporations and other businesses, as well as pension and profit-sharing plans, and charitable organizations.
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.
1
2
TN
10/10/2013 - Present
First Horizon Advisors, Inc. (MEMPHIS TN)
TN
04/03/2006 - 09/29/2009
SUNTRUST INVESTMENT SERVICES, INC. (MEMPHIS TN)
TN
07/08/1993 - 11/10/1995
NBC CAPITAL MARKETS GROUP, INC. (MEMPHIS TN)
BOTH
Issued 06/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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