Matthew
Wells
First Horizon Advisors, Inc
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About this Advisor
Matthew Wells is a financial advisor based in Houston, Texas, working with First Horizon Advisors, Inc. Matthew has previously held positions at Garcia Hamilton Associates, Kanaly Trust, Mercer Global Advisors, Inc, Transform Wealth, LLC F.K.A. Carnick & Kubik Group, LLC, The Prudential Insurance Company Of America, Pruco Securities LLC, and First Horizon Advisors. Matthew has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Louisiana and Texas. Currently, Matthew is part of First Horizon Advisors, Inc, which operates out of Houston, Texas. 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
Services Offered
Fee Structure
Office Location
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First Horizon Advisors, Inc Brokerage Details
$12,356,541,464
236
8,945
$1,381,391
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
Matthew Wells Work History
First Horizon Advisors
The Prudential Insurance Company Of America
Pruco Securities LLC
Transform Wealth, LLC F.K.A. Carnick & Kubik Group, LLC
Mercer Global Advisors, Inc
Kanaly Trust
Garcia Hamilton Associates
Disclosures
Please visit the SEC profile of Matthew Wells 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
Johnson City, TN
Little Rock, AR
Birmingham, AL
Memphis, TN
Winston Salem, NC
Memphis, TN
Houston, TX
Morristown, TN
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