Phillip Brooks (CRD# 3001461) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Franklin, TN and has over 26 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ftb Advisors, Inc. | Franklin, TN | Oct 2013 - Current | 10 |
| First Tennessee Brokerage, Inc. | Nashville, TN | May 2005 - Current | 18 |
| Invest Financial Corporation | Nashville, TN | Sep 1999 - Current | 24 |
| National Bank Of Commerce | Nashville, TN | Sep 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1998 |
- TN
- TX
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Total Assets Under Management12,388MILLIONS
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Total Number of Accounts8,973ACCOUNTS
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Average Account Value$1,380,631
- 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)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, 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, WY
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