Financial ADVSR advisor directory · SEC adviser records
Horizon Investments LLC financial advisors in Charlotte, NC
Every SEC-registered investment adviser representative at a Horizon Investments LLC office in Charlotte, A to Z.
The short answer
23 registered advisors work at Horizon Investments LLC in Charlotte, out of 25 at the firm nationwide; it ranks number 33 in the city by advisors. 2 list the CFP designation and 21 are also registered broker representatives.
Horizon Investments LLC advisors in Charlotte, A to Z
Every Horizon Investments LLC advisor →- Scott M. AlbrightInvestment adviser rep
- Jason CircelliAlso a broker rep
- Samuel A. CornettAlso a broker rep
- Parker J. ErdmanAlso a broker rep
- Austin M. FitchAlso a broker rep
- Casey R R. HazenChartered Financial Analyst · Also a broker rep
- Emmett HoulihanAlso a broker rep
- Benjamin E. JohnsonInvestment adviser rep
- Alket KociajAlso a broker rep
- Danielle LearnedAlso a broker rep
- Thomas K. LyonsAlso a broker rep
- Adam R. MattsonAlso a broker rep
- Jacob P. MorganAlso a broker rep
- Bradford P. MurphyAlso a broker rep
- Sean O'BrienAlso a broker rep
- John M. PiferAlso a broker rep
- Katelyn D. PriceAlso a broker rep
- Robert P. ShanahanAlso a broker rep
- Jacob L. SilversteinAlso a broker rep
- Jeffrey M. StirlingCertified Financial Planner · Also a broker rep
- Jason C. StorjohannAlso a broker rep
- Matthew B. TerryCertified Financial Planner · Also a broker rep
- James N. WolfeAlso a broker rep
Horizon Investments LLC advisors in every city and state →Horizon Investments LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Horizon Investments LLC advisors in other cities
Other firms in Charlotte
All Charlotte advisors →Vanguard Advisers, Inc. 642Merrill Lynch, Pierce, Fenner & Smith Incorporated 428Wells Fargo Clearing Services, LLC 342Tiaa-Cref Individual & Institutional Services, LLC 327UBS Financial Services Inc. 144Truist Advisory Services, Inc. 118LPL Financial LLC 114Morgan Stanley 101Ameriprise Financial Services, LLC 100Strategic Advisers LLC 79Principal Advised Services 66Ip Financial Advisory Services LLC 60
Questions
How many financial advisors does Horizon Investments LLC have in Charlotte?
23 investment adviser representatives are registered at Horizon Investments LLC offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 25 nationwide. 2 list the CFP designation and 21 are also registered as broker representatives.
Is Horizon Investments LLC one of the largest advisor employers in Charlotte?
Horizon Investments LLC ranks number 33 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 642.
How do I check a Horizon Investments LLC advisor in Charlotte?
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 Investments LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.