Ftb Advisors, Inc.

Ftb Advisors, Inc. (CRD# 17117) is a financial advisory firm headquartered in Memphis, TN. They manage $4,806,222,153 in 4,963 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,806
    MILLION
  • Total Number of Accounts
    4,963
    ACCOUNTS
  • Average Account Value
    $968,411
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NE, NH, NJ, NY, OH, OK, PA, SC, SD, TN, TX, VA, WA, WI

Financial Advisors at Ftb Advisors, Inc.
Showing 1 - 10 of 210 top financial advisors.
1
Robert H. Cassada
CRD#: 1053849
6627 W. Broad St. Suite 200, Richmond, VA 23230
96
Wealthminder
score

Robert Cassada (CRD# 1053849) is an Investment Advisor Representative working at Ftb Advisors, Inc. in Richmond, VA and has over 35 years of experience in the finance industry. Robert Cassada has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James R. Cole
CRD#: 2941597
1182 Hwy 72, Collierville, TN 38017
96
Wealthminder
score

James Cole (CRD# 2941597) is an Investment Advisor Representative working at Ftb Advisors, Inc. in Collierville, TN and has over 20 years of experience in the finance industry. James Cole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Hunter H. Coords
CRD#: 4295087
2000 W. First Street, Suite 102, Winston Salem, NC 27104
96
Wealthminder
score

Hunter Coords (CRD# 4295087) is an Investment Advisor Representative working at Ftb Advisors, Inc. in Winston Salem, NC and has over 17 years of experience in the finance industry. Hunter Coords has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
William D. Covington
CRD#: 5149346
4990 Poplar Ave, Memphis, TN 38117
96
Wealthminder
score

William Covington (CRD# 5149346) is an Investment Advisor Representative working at Ftb Advisors, Inc. in Memphis, TN and has over 11 years of experience in the finance industry.

5
Joseph C. Crenshaw
CRD#: 2565500
325 Oil Well, Jackson, TN 38305
96
Wealthminder
score

Joseph Crenshaw (CRD# 2565500) is an Investment Advisor Representative working at Ftb Advisors, Inc. in Jackson, TN and has over 23 years of experience in the finance industry. Joseph Crenshaw has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Walton W. Driggers
CRD#: 4962763
325 Oil Well, Jackson, TN 38305
96
Wealthminder
score

Walton Driggers (CRD# 4962763) is an Investment Advisor Representative working at Ftb Advisors, Inc. in Jackson, TN and has over 12 years of experience in the finance industry. Walton Driggers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Douglas A. Edwards
CRD#: 4984836
Colorado Springs, CO
96
Wealthminder
score

Douglas Edwards (CRD# 4984836) is an Investment Advisor Representative working at Ftb Advisors, Inc. in Colorado Springs, CO and has over 12 years of experience in the finance industry. Douglas Edwards has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Eric C. Fountain
CRD#: 2988667
4385 Poplar Avenue Oak Court Ctr., Memphis, TN 38117
96
Wealthminder
score

Eric Fountain (CRD# 2988667) is an Investment Advisor Representative working at Ftb Advisors, Inc. in Memphis, TN and has over 20 years of experience in the finance industry. Eric Fountain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Michael B. Hollenbach
CRD#: 3159336
1002 E. Lamar Alexander Pkwy, Maryville, TN 37804
96
Wealthminder
score

Michael Hollenbach (CRD# 3159336) is an Investment Advisor Representative working at Ftb Advisors, Inc. in Maryville, TN and has over 19 years of experience in the finance industry. Michael Hollenbach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Paul I. Jepson
CRD#: 2363822
4801 Glenwood Ave., Suite 500, Raleigh, NC 27612
96
Wealthminder
score

Paul Jepson (CRD# 2363822) is an Investment Advisor Representative working at Ftb Advisors, Inc. in Raleigh, NC and has over 14 years of experience in the finance industry. Paul Jepson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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