Laura Upham (CRD# 6978555) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Germantown, TN and has over 5 years of experience in the finance industry.
CRD# 1934569
B. Riley Wealth Advisors, Inc.
CRD# 2768839
Raymond James & Associates, Inc.
CRD# 2340964
First Horizon Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Horizon Advisors | Germantown, TN | Dec 2023 - Current | < 1 |
| Ftb Advisors, Inc. | Johnson City, TN | Mar 2018 - Dec 2023 | 5 |
| Suntrust Bank | Kingsport, TN | Jul 2017 - Mar 2018 | < 1 |
| Evergreen Of Johnson City | Johnson City, TN | Feb 2017 - Jul 2017 | < 1 |
| Homemaker | Gray, TN | Jun 2009 - Jul 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- TN
-
Total Assets Under Management12,357MILLIONS
-
Total Number of Accounts8,945ACCOUNTS
-
Average Account Value$1,381,391
- 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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