Benjamin WheelerCRD Number: 5852308
Current Firm: First Horizon Advisors, Inc.
Benjamin Wheeler (CRD# 5852308) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Brentwood, TN and has over 11 years of experience in the finance industry.
Cypress Capital, LLC
Ameriprise Financial Services, LLC
Abernathy Investment Management, LLC
|First Horizon Bank||Franklin, TN||Jan 2019 - Current||3|
|Cintas Corporation||Montgomery, AL||Jun 2017 - Dec 2018||1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Jul 2012 - May 2017||4|
|Suntrust Bank||Nashville, TN||Apr 2011 - May 2017||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2010|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management13,593MILLIONS
Total Number of Accounts9,723ACCOUNTS
Average Account Value$1,397,999
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MD, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI
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