Andrew
Phillips

First Horizon Advisors, Inc

CRD#6006375
Investment Advisor
in Jackson, TN

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About this Advisor

Andrew Phillips is a financial advisor based out of Jackson, Tennessee, who has 6 years of relevant experience. Phillips is an employee of First Horizon Advisors, Inc. Throughout their career, Phillips has worked at Edward Jones and Ftb Advisors, Inc. Phillips maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Tennessee. First Horizon Advisors, Inc is an advisory business that has its headquarters in Memphis, TN. The investment advisory business 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 United States by assets under management. The firm provides financial advice to 54 charitable organizations. Of its 9,360 customer accounts, just 10% are associated with high-net-worth investors who have greater than $1 million in assets. The firm has a number 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. Financial advisory fee schedules are based on which services are offered. Fees billed by First Horizon Advisors, Inc likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

325 Oil Well
Jackson, TN 38305

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First Horizon Advisors, Inc Brokerage Details

Total Assets Under Management

$11,300,952,063

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

224

TN Average: 15
Total Number of Accounts

9,360

TN Average: 968
Average Account Size

$1,207,367

TN 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

Andrew Phillips Work History

Andrew has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Ftb Advisors, Inc

2011 - 2017 (6 years)

Edward Jones

*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 Andrew Phillips 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

Filippo Feoli
New Orleans, LA
Tina Bodnar
Ponte Vedra Beach, FL
Carol Yochem
Nashville, TN
Natalie Chamoun
Memphis, TN
Tyler Hicks
Germantown, TN
Joseph Nored
Memphis, TN
David Baer
Orlando, FL
Jonathan Miles
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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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.

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