Matthew Renner (CRD# 4915433) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Greeneville, TN and has over 16 years of experience in the finance industry.
CRD# 4697774
Osaic Wealth, Inc.
CRD# 2587374
Edward Jones
CRD# 5575979
Values First Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Tennessee Brokerage, Inc. | Memphis, TN | Mar 2008 - Current | 16 |
| First Tennessee Bank | Greeneville, TN | Feb 2006 - Current | 18 |
| First Tennessee Brokerage, Inc. | Memphis, TN | Feb 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2008 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2015 |
- TN
- TX
-
Total Assets Under Management12,388MILLIONS
-
Total Number of Accounts8,973ACCOUNTS
-
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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