Phyllis TimsCRD Number: 4465841
Current Firm: Ftb Advisors, Inc.
Phyllis Tims (CRD# 4465841) is an Investment Advisor Representative working at Ftb Advisors, Inc. in Cleveland, TN and has over 15 years of experience in the finance industry.
Suntrust Investment Services, Inc.
|Ftb Advisors, Inc.||Cleveland, TN||May 2016 - Current||< 1|
|Ftb Advisors, Inc.||Cleveland, TN||Feb 2016 - Current||1|
|First Tennessee Brokerage, Inc.||Chattanooga, TN||Sep 2010 - Feb 2016||5|
|Morgan Keegan & Company Inc.||Chattanooga, TN||Mar 2009 - Sep 2010||1|
|Banc Of America Investment Services, Inc.||Chattanooga, TN||Sep 2001 - Mar 2009||7|
|Bank Of America, N.a.||Chattanooga, TN||Oct 1998 - Oct 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2001|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management4,123MILLIONS
Total Number of Accounts4,572ACCOUNTS
Average Account Value$901,790
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI
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