Invested Better
Unclaimed

Unclaimed

Unclaimed

Patricia Smith Gunby

First Horizon Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Patricia? Claim Your Profile

About Patricia Smith Gunby

Patricia Smith Gunby is a financial advisor with First Horizon Advisors, Inc. based in Germantown, Tennessee. Patricia has been in the financial services industry since 1997 and has a wide range of experience. Patricia has been with First Horizon Advisors, Inc. since 2003, previously working in Olive Branch, Mississippi. Prior to First Horizon Advisors, Inc., Patricia worked for MML Investors Services, Inc., G. R. Phelps & Co., Inc., and Equico Securities, Inc.

Firm Information

Patricia Gunby 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Patricia Gunby’s Registration & Firm History

TN

06/29/2022 - Present

First Horizon Advisors, Inc. (Germantown TN)

MS

01/22/2003 - 06/30/2020

FIRST HORIZON ADVISORS, INC. (OLIVE BRANCH MS)

MA

03/01/1996 - 12/10/1999

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

03/07/1995 - 03/01/1996

G. R. PHELPS & CO., INC.

NY

11/25/1991 - 03/07/1995

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

11/25/1991 - 03/07/1995

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

Not sure if Patricia Smith Gunby is right for you?

Licenses & Designations

BC

Issued 01/23/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricia Smith Gunby.
Not sure if Patricia Smith Gunby is right for you?