Susan
Fletcher

First Horizon Advisors, Inc

CRD#4382249
Investment Advisor
in Memphis, TN

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About this Advisor

Susan Fletcher is a financial advisor who works in Memphis, Tennessee who has 10 years of relevant experience. Fletcher is an employee of First Horizon Advisors, Inc. Over the course of their career, Fletcher has held roles at First Tennessee Bank, First Tennessee Brokerage Inc and Ftb Advisors, Inc. Fletcher has a Series 63 license, designating them as a securities broker, and can advise clients in Tennessee. First Horizon Advisors, Inc is a registered investment company headquartered in Memphis, TN. The firm has offices in 69 locations and a total of 224 financial advisors. It controls $11 billion in assets under management across its 9,360 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 54 charities and foundations. Of its 9,360 customer accounts, just 10% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm 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. Fees for financial management are based on which services the firm provides the client. However, fees charged by First Horizon Advisors, Inc can consist of asset-based and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

10 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

4385 Poplar Avenue Oak Court Ctr.
Memphis, TN 38117

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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

Susan Fletcher Work History

Susan has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Ftb Advisors, Inc

2001 - Present (23 years)

First Tennessee Brokerage Inc

1994 - Present (30 years)

First Tennessee Bank

*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 Susan Fletcher 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

Lea Townes
Chapel Hill, NC
Joseph Nored
Memphis, TN
Jonathan Miles
Sarasota, FL
Natalie Chamoun
Memphis, TN
Carol Yochem
Nashville, TN
Filippo Feoli
New Orleans, LA
Tina Bodnar
Ponte Vedra Beach, 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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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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