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Stephen Key Coker

First Horizon Advisors, Inc.

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About Stephen Key Coker

Stephen Key Coker is an investment advisor representative at First Horizon Advisors, Inc. in Dallas, TX. Stephen has been in the industry since March 12, 2006, and has held previous roles at BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. in Dallas, TX. Stephen is licensed in Texas and holds the Series 66, Series 7 and SIE licenses. Stephen specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Stephen is a member of the Finance Committee and Board of Directors for the Dallas Symphony.

Firm Information

Stephen Coker 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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Stephen Coker’s Registration & Firm History

TX

09/07/2022 - Present

First Horizon Advisors, Inc. (Dallas TX)

TX

05/16/2013 - 06/02/2021

BBVA SECURITIES INC. (DALLAS TX)

TX

12/07/2004 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (DALLAS TX)

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Licenses & Designations

BOTH

Issued 02/14/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Key Coker.
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