Bradley StoehrCRD Number: 5289428
Current Firm: Horizon Investments LLC
Bradley Stoehr (CRD# 5289428) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 11 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Quasar Distributors, LLC||Milwaukee, WI||Dec 2015 - Current||1|
|Horizon Investments, LLC||Charlotte, NC||Jul 2005 - Current||12|
|Northern Lights Distributors, LLC||Omaha, NE||Jan 2013 - Dec 2015||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2016|
|S65||NASAA Investment Advisors Law Examination||Oct 2006|
Total Assets Under Management3,294MILLIONS
Total Number of Accounts18,977ACCOUNTS
Average Account Value$173,556
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV