Kevin
Bellard
First Horizon Advisors, Inc
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About this Advisor
Kevin Bellard is a financial advisor who works in Lake Charles, Louisiana. Bellard is currently employed by First Horizon Advisors, Inc. Over the course of their career, Bellard has held roles at Securities America, Inc, Lafayette Parish School Board, D&S Marine, Calcasieu Parish School Board, Texas City Isd, Lamar University, Sigma Financial Corporation, Qsl Texas Terminals LLC, J. P. Morgan Securities LLC, Jpmorgan Chase Bank N.A, Heb, 24 Hour Fitness Worldwide, Academy Sports & Outdoors and First Horizon Bank. Bellard has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Louisiana and Texas. First Horizon Advisors, Inc is a company operating out of Memphis, TN. The firm has offices in 69 locations and a total of 224 people on staff. It oversees $11 billion in assets among its 9,360 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 54 charities and foundations. Of its 9,360 customer accounts, just 10% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually depend on which services are provided. However, fee types charged by First Horizon Advisors, Inc most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Kevin Bellard Work History
Kevin has been registered as a financial advisor for 0 years.*
First Horizon Bank
Sigma Financial Corporation
J. P. Morgan Securities LLC
Jpmorgan Chase Bank N.A
Securities America, Inc
Qsl Texas Terminals LLC
Heb
Lafayette Parish School Board
24 Hour Fitness Worldwide
D&S Marine
Calcasieu Parish School Board
Texas City Isd
Academy Sports & Outdoors
Lamar University
*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 Kevin Bellard 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
Ponte Vedra Beach, FL
Nashville, TN
Memphis, TN
Memphis, TN
Orlando, FL
New Orleans, LA
Sarasota, FL
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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