Lawrence
Hatch

First Horizon Advisors, Inc

CRD#4071252
Investment Advisor
in Orlando, FL

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About this Advisor

Lawrence Hatch is a financial advisor based in Orlando, Florida who has 2 years of industry experience. Hatch currently works for First Horizon Advisors, Inc. During their career, Hatch has held roles at Suntrust Investment Services, Inc, Suntrust Bank, Suntrust Advisory Services and First Horizon. Hatch holds Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to work in Florida. First Horizon Advisors, Inc is a registered investment firm that has its headquarters in Memphis, TN. It has offices in 69 locations and a total of 224 employees. It oversees $11 billion in assets under management between its 9,360 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 54 charities and foundations. Of its 9,360 client accounts, just 10% are held by high-net-worth investors who have at least $1 million in investable assets. First Horizon Advisors, Inc has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management vary depending on the type of services offered. Fee types charged by First Horizon Advisors, Inc likely consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

315 E. Robinson St. Suite 350
Orlando, FL 32801

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First Horizon Advisors, Inc Brokerage Details

Total Assets Under Management

$11,300,952,063

FL Average: $730,596,643
Total Number of Employees

224

FL Average: 15
Total Number of Accounts

9,360

FL Average: 968
Average Account Size

$1,207,367

FL Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Lawrence Hatch Work History

Lawrence has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

First Horizon

2016 - 2021 (5 years)

Suntrust Advisory Services

2008 - 2021 (13 years)

Suntrust Investment Services, Inc

2008 - 2021 (13 years)

Suntrust Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lawrence Hatch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at First Horizon Advisors, Inc

Tina Bodnar
Ponte Vedra Beach, FL
Joseph Nored
Memphis, TN
Lea Townes
Chapel Hill, NC
Nathan Green
Orlando, FL
Jonathan Miles
Sarasota, FL
Natalie Chamoun
Memphis, TN
Filippo Feoli
New Orleans, LA
Tyler Hicks
Germantown, TN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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