Mary
Farris
First Horizon Advisors, Inc
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About this Advisor
Mary Farris is a financial advisor who works in Winston Salem, North Carolina with 3 years of industry experience. Farris is an employee of First Horizon Advisors, Inc. Over the course of their career, they have held roles at Westchester Country Day School, Team Rental & Party, Aerie By American Eagle Outfitters, Furman University, Mass Mutual Life Insurance Co, Mml Investors Services, LLC, Postmates, Edward Jones, Freelance, Chico'S Fas and First Horizon Advisors. Farris 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 business that has its headquarters in Memphis, TN. The company has offices in 69 locations and a total of 224 people on staff. It administers $11 billion in assets among its 9,360 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 54 charities and foundations. Of its 9,360 accounts, just 10% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The firm has a broad set 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 advisory services usually depend on which services the firm provides the client. 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
Mary Farris Work History
Mary has been registered as a financial advisor for 3 years.*
First Horizon Advisors
Chico'S Fas
Mass Mutual Life Insurance Co
Mml Investors Services, LLC
Postmates
Freelance
Edward Jones
Aerie By American Eagle Outfitters
Team Rental & Party
Team Rental & Party
Furman University
Westchester Country Day School
*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 Mary Farris 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
Orlando, FL
Memphis, TN
Orlando, FL
Memphis, TN
Ponte Vedra Beach, FL
New Orleans, LA
Nashville, TN
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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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.
