Mary
Farris

First Horizon Advisors, Inc

CRD#6787419
Investment Advisor
in Winston Salem, NC

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About this Advisor

Mary Farris is a financial advisor based in Winston Salem, North Carolina, working with First Horizon Advisors, Inc. Mary has previously held positions 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. Mary has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Mary is part of First Horizon Advisors, Inc, which operates out of Winston Salem, North Carolina. 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 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

2000 W. First Street, Suite 100
Winston Salem, NC 27104

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First Horizon Advisors, Inc Brokerage Details

Total Assets Under Management

$12,356,541,464

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

236

NC Average: 15
Total Number of Accounts

8,945

NC Average: 968
Average Account Size

$1,381,391

NC 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

Mary Farris Work History

2020 - Present (4 years)

First Horizon Advisors

2020 - 2020 (< 1 year)

Chico'S Fas

2019 - 2019 (< 1 year)

Mass Mutual Life Insurance Co

2019 - 2019 (< 1 year)

Mml Investors Services, LLC

2019 - 2019 (< 1 year)

Postmates

2019 - 2020 (1 year)

Freelance

2017 - 2019 (2 years)

Edward Jones

2016 - 2017 (1 year)

Aerie By American Eagle Outfitters

2016 - 2016 (< 1 year)

Team Rental & Party

2015 - 2015 (< 1 year)

Team Rental & Party

2014 - 2018 (4 years)

Furman University

2005 - 2014 (9 years)

Westchester Country Day School

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

Tina Bodnar
Ponte Vedra Beach, FL
Charles Huguenard
Ponte Vedra Beach, FL
Kamil Falkowski
Birmingham, AL
Alana Hu Perkovic
Memphis, TN
Aaron Chesser
Johnson City, TN
Mengying Lu Espel
Memphis, TN
Shazaan Virani
Little Rock, AR
Carol Yochem
Nashville, TN

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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