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Mary Kathryn Farris

First Horizon Advisors, Inc.

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About Mary Kathryn Farris

Mary Kathryn Farris is a financial advisor who works at First Horizon Advisors, Inc.. Mary is a registered representative with the FINRA and has been in the industry since 2018. Mary has a Series 66, a Series 7, and a SIE. Mary has been registered with the states of North Carolina, South Carolina, Tennessee and Florida. Mary Kathryn Farris has been licensed in North Carolina as an investment advisor representative. Mary Kathryn Farris is a financial advisor who specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. Mary Kathryn Farris is a financial advisor with experience in providing portfolio management for businesses and individuals. Mary Kathryn Farris also provides investment-related sales of insurance and annuities. Mary Kathryn Farris worked at MML Investors Services, LLC in Atlanta, GA and Edward Jones in Roswell, GA. Mary Kathryn Farris has been licensed in the state of North Carolina as an investment advisor representative. Mary Kathryn Farris is a financial advisor who works at First Horizon Advisors, Inc. Mary Kathryn Farris's work experience includes Team Rental & Party, Aerie by American Eagle Outfitters, Furman University, Mass Mutual Life Insurance Co, MML Investors Services, LLC, Postmates, Edward Jones, Team Rental & Party, Freelance, Chico's FAS, and First Horizon Advisors.

Firm Information

Mary Farris 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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Mary Farris’s Registration & Firm History

NC

09/08/2020 - Present

First Horizon Advisors, Inc. (WINSTON SALEM NC)

GA

04/25/2019 - 09/24/2019

MML INVESTORS SERVICES, LLC (ATLANTA GA)

GA

06/28/2018 - 01/29/2019

EDWARD JONES (ROSWELL GA)

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Licenses & Designations

BOTH

Issued 01/15/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary Kathryn Farris.
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