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Steven Dale Boles

First Horizon Advisors, Inc.

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About Steven Dale Boles

Steven Dale Boles is a financial advisor with First Horizon Advisors, Inc. in Brentwood, TN. Steven is registered with FINRA and has been in the financial services industry since 2006. Steven has earned the Certified Financial Planner designation. Steven's areas of expertise include portfolio management, financial planning, and pension consulting. Steven holds Series 7, 63, and 66 licenses, and also has a Securities Industry Essentials (SIE) designation.

Firm Information

Steven Boles 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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Steven Boles’s Registration & Firm History

TN

06/22/2018 - Present

First Horizon Advisors, Inc. (Brentwood TN)

TN

04/23/2009 - 05/10/2010

SUNTRUST INVESTMENT SERVICES, INC. (COLLIERVILLE TN)

TN

07/27/2006 - 12/24/2008

CITIGROUP GLOBAL MARKETS INC. (NASHVILLE TN)

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Licenses & Designations

BOTH

Issued 01/28/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/05/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Dale Boles.
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