Steven BolesCRD 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.
Ameriprise Financial Services, LLC
Abernathy Investment Management, LLC
Raymond James Financial Services Advisors, Inc.
|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|
Total Assets Under Management8,502MILLIONS
Total Number of Accounts7,508ACCOUNTS
Average Account Value$1,132,386
- 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, 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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