Cara
Rhodes
First Horizon Advisors, Inc
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About this Advisor
Cara Rhodes is a financial advisor who works in Brentwood, Tennessee with 3 years of relevant experience. Rhodes is an employee of First Horizon Advisors, Inc. Throughout their career, Rhodes has worked at Gibraltar Private Bank & Trust, Infinex Investments, Inc, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na and First Horizon Advisors. Rhodes maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Tennessee. First Horizon Advisors, Inc is a registered investment company operating out of Memphis, TN. The firm has offices in 69 locations and a total of 224 employees. It administers $11 billion in assets under management among its 9,360 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 54 charities and foundations. Of its 9,360 client accounts, just 10% are held by high-net-worth individuals who have greater than $1 million in investable assets. The business provides 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 largely are based on which services the firm provides the client. However, fee types billed by First Horizon Advisors, Inc likely include any blend 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
Cara Rhodes Work History
Cara has been registered as a financial advisor for 3 years.*
First Horizon Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Gibraltar Private Bank & Trust
Infinex Investments, Inc
*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 Cara Rhodes 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
Memphis, TN
Germantown, TN
Memphis, TN
Sarasota, FL
Orlando, FL
Orlando, FL
New Orleans, LA
Ponte Vedra Beach, 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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