Haylee
Edwards

First Horizon Advisors, Inc

CRD#5973067
Investment Advisor
in Lafayette, LA

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About this Advisor

Haylee Edwards is a financial advisor based in Lafayette, Louisiana, working with First Horizon Advisors, Inc. Haylee has previously held positions at Bbva Securities Inc, Bbva Usa, East West Bank, Btmu Securities, Inc, Mitsubishi Ufj Securities (Usa), Inc, Mufg Union Bank, N.A, Bbva Wealth Solutions, Inc, Bbva Insurance Agency, Inc, First Horizon Advisors, Inc, and Pnc Bank. Haylee has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Haylee is part of First Horizon Advisors, Inc, which operates out of Lafayette, Louisiana. The firm has 69 offices and 236 employees. The firm manages assets totaling $12.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at First Horizon Advisors, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

200 West Congress Street
Lafayette, LA 70501

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First Horizon Advisors, Inc Brokerage Details

Total Assets Under Management

$12,356,541,464

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

236

LA Average: 15
Total Number of Accounts

8,945

LA Average: 968
Average Account Size

$1,381,391

LA 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
  • Educational seminars/workshops

Haylee Edwards Work History

2023 - Present (1 year)

First Horizon Advisors, Inc

2021 - 2023 (2 years)

Pnc Bank

2020 - 2021 (1 year)

Bbva Wealth Solutions, Inc

2020 - 2021 (1 year)

Bbva Insurance Agency, Inc

2019 - 2021 (2 years)

Bbva Securities Inc

2019 - 2021 (2 years)

Bbva Usa

2016 - 2019 (3 years)

East West Bank

2016 - 2016 (< 1 year)

Btmu Securities, Inc

2014 - 2016 (2 years)

Mitsubishi Ufj Securities (Usa), Inc

2012 - 2016 (4 years)

Mufg Union Bank, N.A

Disclosures

Please visit the SEC profile of Haylee Edwards 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
Aaron Chesser
Johnson City, TN
Madison Besaw
Chattanooga, TN
Eric Reynolds
Houston, TX
Dayton Obrien
Brentwood, TN
Mengying Lu Espel
Memphis, TN
Shazaan Virani
Little Rock, AR
Kamil Falkowski
Birmingham, AL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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