Wesley
Terwilleger
First Horizon Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Wesley Terwilleger is a financial advisor working in Atlanta, Georgia with a total of 8 years of relevant experience. Terwilleger works at First Horizon Advisors, Inc. Over the course of their career, Terwilleger has held roles at Ftb Advisors, Inc, Cb Richard Ellis and University Of Memphis. Terwilleger maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Georgia and Tennessee. First Horizon Advisors, Inc is a financial advisory company operating out of Memphis, TN. The investment advisory business has offices in 69 locations and a total of 224 financial advisors. It manages $11 billion in assets under management across its 9,360 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 54 charitable organizations. Of its 9,360 customer accounts, just 10% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm has a wide range 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 advice usually vary depending on the type of financial services offered. Fees charged by First Horizon Advisors, Inc can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
First Horizon Advisors, Inc Brokerage Details
$11,300,952,063
224
9,360
$1,207,367
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
Wesley Terwilleger Work History
Wesley has been registered as a financial advisor for 8 years.*
Ftb Advisors, Inc
Cb Richard Ellis
University Of Memphis
*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 Wesley Terwilleger 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
Germantown, TN
Memphis, TN
Memphis, TN
New Orleans, LA
Orlando, FL
Orlando, FL
Sarasota, FL
Chapel Hill, NC
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
