Sabrina
Potter

First Horizon Advisors, Inc

CRD#7306882
Investment Advisor
in Knoxville, TN

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About this Advisor

Sabrina Potter is a financial advisor based in Knoxville, Tennessee, working with First Horizon Advisors, Inc. Sabrina has previously held positions at Menards, First State Bank, Republic Finance, Regions Bank, Cetera Investment Services LLC, Citizens Bank, and First Horizon Advisors Inc. Sabrina has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Sabrina is part of First Horizon Advisors, Inc, which operates out of Knoxville, 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

4315 Kingston Pike
Knoxville, TN 37919

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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

Sabrina Potter Work History

2023 - Present (1 year)

First Horizon Advisors Inc

2022 - 2023 (1 year)

Citizens Bank

2020 - 2022 (2 years)

Cetera Investment Services LLC

2016 - 2016 (< 1 year)

Republic Finance

2016 - 2022 (6 years)

Regions Bank

2015 - 2016 (1 year)

First State Bank

2012 - 2015 (3 years)

Menards

Disclosures

Please visit the SEC profile of Sabrina Potter 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

Charles Huguenard
Ponte Vedra Beach, FL
Tina Bodnar
Ponte Vedra Beach, FL
Daniel Zitt
Morristown, TN
Stanton Brown
Dallas, TX
Reuben Coopwood
Nashville, TN
Joseph Morrison
Lafayette, LA
Shazaan Virani
Little Rock, AR
Eric Reynolds
Houston, TX

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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