Keenen
Leake

First Horizon Advisors, Inc

CRD#7074612
Investment Advisor
in Memphis, TN

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About this Advisor

Keenen Leake is a financial advisor based in Memphis, Tennessee, working with First Horizon Advisors, Inc. Keenen has previously held positions at Edward Jones, Faa Federal Credit Union, Target, Fedex, University Of Mississippi, Um Box Office, Cuna Brokerage Services, Inc, Cuna Mutual Group, and First Horizon. Keenen has passed the Series 66 regulatory exam and is registered to provide services in Mississippi. Currently, Keenen is part of First Horizon Advisors, Inc, which operates out of Memphis, Tennessee. 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

165 Madison Avenue 14Th Floor
Memphis, TN 38103

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First Horizon Advisors, Inc Brokerage Details

Total Assets Under Management

$12,356,541,464

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

236

TN Average: 15
Total Number of Accounts

8,945

TN Average: 968
Average Account Size

$1,381,391

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
  • Educational seminars/workshops

Keenen Leake Work History

2021 - Present (3 years)

First Horizon

2020 - 2021 (1 year)

Cuna Brokerage Services, Inc

2020 - 2021 (1 year)

Cuna Mutual Group

2019 - 2020 (1 year)

Edward Jones

2015 - 2019 (4 years)

Faa Federal Credit Union

2015 - 2015 (< 1 year)

Target

2015 - 2015 (< 1 year)

Fedex

2014 - 2015 (1 year)

Um Box Office

2011 - 2015 (4 years)

University Of Mississippi

Disclosures

Please visit the SEC profile of Keenen Leake 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

Dayton Obrien
Brentwood, TN
Charles Huguenard
Ponte Vedra Beach, FL
Alana Hu Perkovic
Memphis, TN
Madison Besaw
Chattanooga, TN
Daniel Zitt
Morristown, TN
Carol Yochem
Nashville, TN
Shazaan Virani
Little Rock, AR
Kamil Falkowski
Birmingham, AL

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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