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Financial ADVSR advisor directory · SEC adviser records

Horizon Financial Services, LLC financial advisors in North Carolina

Every SEC-registered investment adviser representative at a Horizon Financial Services, LLC office in North Carolina, by city and A to Z.

The short answer

6 registered advisors work at Horizon Financial Services, LLC in North Carolina, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Winston Salem (5). 0 list the CFP designation and 0 are also registered broker representatives.

Horizon Financial Services, LLC advisors by city in North Carolina

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Winston Salem 5Clemmons 1

Horizon Financial Services, LLC advisors in North Carolina, A to Z

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Horizon Financial Services, LLC advisors in every state →Horizon Financial Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Horizon Financial Services, LLC financial advisors are in North Carolina?

6 investment adviser representatives are registered at Horizon Financial Services, LLC offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in North Carolina does Horizon Financial Services, LLC have the most advisors?

Winston Salem, with 5, then Clemmons (1). Horizon Financial Services, LLC has advisors in 2 cities in North Carolina.

How do I check a Horizon Financial Services, LLC advisor in North Carolina?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Horizon Financial Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.