Paul
Nathan

First Horizon Advisors, Inc

CRD#4018162
Investment Advisor
in Memphis, TN

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About this Advisor

Paul Nathan is a financial advisor working out of Memphis, Tennessee with a total of 1 year of relevant experience. Nathan is an employee of First Horizon Advisors, Inc. During their career, the advisor has held roles at New York Life Insurance Co, Nylife Securities LLC, Silver Oak Securities, Jaffe Wealth Mgmt & Consulting, Walter Scott Hall, Eagle Strategies LLC, Robert E. Hicks and First Horizon Advisors, Inc. Nathan has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Louisiana, Tennessee and Texas. First Horizon Advisors, Inc is a company that has its headquarters in Memphis, TN. The company has offices in 69 locations and a total of 224 financial advisors. It administers $11 billion in assets across its 9,360 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 54 charities and foundations. Of its 9,360 accounts, just 10% are associated with high-net-worth clients who have more than $1 million in assets. The company provides a number of services, including 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 fees depend on which services are offered. However, fee types charged by First Horizon Advisors, Inc likely are comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

165 Madison Avenue 14Th Floor
Memphis, TN 38103

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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

Paul Nathan Work History

Paul has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

First Horizon Advisors, Inc

2022 - 2022 (< 1 year)

Eagle Strategies LLC

2021 - 2022 (1 year)

Nylife Securities LLC

2020 - 2022 (2 years)

Robert E. Hicks

2018 - 2020 (2 years)

Nylife Securities LLC

2018 - 2020 (2 years)

Eagle Strategies LLC

2017 - 2020 (3 years)

Walter Scott Hall

2014 - 2016 (2 years)

Silver Oak Securities

2014 - 2016 (2 years)

Jaffe Wealth Mgmt & Consulting

2012 - 2014 (2 years)

New York Life Insurance Co

2012 - 2014 (2 years)

Nylife Securities LLC

*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 Paul Nathan 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
Tyler Hicks
Germantown, TN
Joseph Nored
Memphis, TN
Tina Bodnar
Ponte Vedra Beach, FL
Natalie Chamoun
Memphis, TN
Lea Townes
Chapel Hill, NC
Nathan Green
Orlando, FL
David Baer
Orlando, 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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