Phyllis Tims, financial advisor Cleveland TN
93 score

Phyllis Tims

CRD 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 14 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Phyllis D. Tims
Phone Number: 901-818-6065
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    4,123
    MILLIONS
  • Total Number of Accounts
    4,572
    ACCOUNTS
  • Average Account Value
    $901,790
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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