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Tracy Ann Bell

First Horizon Advisors, Inc.

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About Tracy Ann Bell

Tracy Ann Bell is an Investment Advisor Representative at First Horizon Advisors, Inc. in Birmingham, Alabama. Bell is registered with the state of Alabama as an Investment Advisor Representative. Bell holds a Series 65 license and has passed the Securities Industry Essentials Examination (SIE). Bell has worked in the financial industry since September 2010. Tracy Bell is a Chartered Financial Analyst. Bell specializes in the following areas: * Financial Planning * Pension Consulting * Selection of Other Advisers * Portfolio Management for Businesses * Portfolio Management for Individuals.

Firm Information

Tracy Bell 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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Tracy Bell’s Registration & Firm History

AL

03/31/2021 - Present

First Horizon Advisors, Inc. (Birmingham AL)

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Licenses & Designations

IA

Issued 09/21/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/07/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tracy Ann Bell.
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