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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 5, 2019
    • $6.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 6K
      Accounts
    • $942.0K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

317

name start date
Grant Merrill Boucek
June 2011
Patrick Sean Johnson
May 2009
Michael Duaine Heflin
October 2015
Jonathon Sebastian Ransom
October 2001
Andrew Peter Kintz
September 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    First Horizon Insurance Services, Inc -- --
    First Tennessee Bank National Association -- --
    Ftb Advisors Insurance Services Inc -- --
    Ftn Capital Markets -- --
    Ftn Financial Main Street Advisors LLC IAR $27,715,600,000
    Ftn Financial Municipal Advisors, A Division of First Tennessee Bank National Association -- --
    Ftn Financial Securities Corp Broker-Dealer --
    Martin & Company Investment Counsel IAR $1,477,872,555

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      David T. Popwell Director June, 2011 less than 5%
      Ottis Mims Clayton Finop, Cfo January, 2012 less than 5%
      Rhomes Carvalho Aur Director And Ceo December, 2016 less than 5%
      Gerald William Laurain President, Advisory Services May, 2017 less than 5%
      Karen Morton Kruse Chief Compliance Officer November, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees