Julie
Stout
First Horizon Advisors, Inc
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About this Advisor
Julie Stout is a financial advisor operating in Charlotte, North Carolina. Stout is an employee of First Horizon Advisors, Inc. Their career trajectory has included roles at Pnc Bank, Park Sterling Bank and Ftb Advisors. Stout has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in North Carolina. First Horizon Advisors, Inc is a registered investment company based in Memphis, TN. The company has offices in 69 locations and a total of 224 advisors. It oversees $11 billion in assets between its 9,360 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 54 charitable organizations. Of its 9,360 accounts, just 10% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business provides a number 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 vary depending on which services are offered. However, 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
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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
Julie Stout Work History
Julie has been registered as a financial advisor for 0 years.*
Ftb Advisors
Park Sterling Bank
Pnc 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 Julie Stout 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
Nashville, TN
New Orleans, LA
Memphis, TN
Memphis, TN
Ponte Vedra Beach, FL
Sarasota, FL
Germantown, TN
Orlando, 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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