James Powell (CRD# 2317113) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Lebanon, TN and has over 31 years of experience in the finance industry.
CRD# 715254
Lpl Financial LLC
CRD# 6061788
Canterbury Consulting Incorporated
CRD# 5875146
Sageguard Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ftb Advisors, Inc. | Lebanon, TN | Oct 2013 - Current | 10 |
| First Tennessee Brokerage | Nashville, TN | Mar 2002 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1993 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- 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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