Steven Boles, financial advisor Brentwood TN

Steven Boles

CRD Number: 5047877
Current Firm: First Horizon Advisors, Inc.

Steven Boles (CRD# 5047877) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Brentwood, TN and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Ftb Advisors, Inc. Nashville, TN Jan 2016 - Current 5
Ftb Advisors, Inc. Memphis, TN Oct 2013 - Current 8
First Tennessee Brokerage, Inc. Memphis, TN May 2010 - Jan 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2006
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Steven D. Boles
Phone Number: 1-800-213-3702
Registered State(s):
  • LA
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    8,502
    MILLIONS
  • Total Number of Accounts
    7,508
    ACCOUNTS
  • Average Account Value
    $1,132,386
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, KY, LA, MD, MI, MO, MS, NC, NE, NH, NJ, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI

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