Horizon Financial Services, LLC
Horizon Financial Services, LLC (CRD# 158798) is a financial advisory firm headquartered in Winston Salem, NC. They manage $177,764,684 in 1,073 accounts and serve the financial needs of clients across 4 states (or territories).
-
Total Assets Under Management178MILLION
-
Total Number of Accounts1,073ACCOUNTS
-
Average Account Value$165,671
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, NC, NY, SC
John Brais (CRD# 5704627) is an Investment Advisor Representative working at Horizon Financial Services, LLC in Winston Salem, NC and has over 14 years of experience in the finance industry.
Jared Johnson (CRD# 5816323) is an Investment Advisor Representative working at Horizon Financial Services, LLC in Clemmons, NC and has over 13 years of experience in the finance industry.
Joseph Perkins (CRD# 4723505) is an Investment Advisor Representative working at Horizon Financial Services, LLC in Winston Salem, NC and has over 9 years of experience in the finance industry.
Scott Walker (CRD# 4594390) is an Investment Advisor Representative working at Horizon Financial Services, LLC in Winston Salem, NC and has over 21 years of experience in the finance industry.