Carolyn Horadan (CRD# 4332656) is an Investment Advisor Representative working at South Cove Financial, LLC in Henderson, NV and has over 23 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| South Cove Financial, LLC | Henderson, NV | Jun 2022 - Current | 1 |
| South Cove Financial, LLC | Bellevue, WA | Jul 2016 - Jun 2022 | 5 |
| Crescita Capital LLC | San Francisco, CA | Jun 2015 - Dec 2016 | 1 |
| Highland Private Wealth Management | Bellevue, WA | Jul 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
- NV
- WA
-
Total Assets Under Management105MILLIONS
-
Total Number of Accounts248ACCOUNTS
-
Average Account Value$423,387
- 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
NV, WA
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