Alton SteeleCRD Number: 3144722
Current Firm: Horter Investment Management, LLC
Alton Steele (CRD# 3144722) is an Investment Advisor Representative working at Horter Investment Management, LLC in Cincinnati, OH and has over 17 years of experience in the finance industry. Alton Steele has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bullseye Investment Management, LLC
Lang Advisors LLC
Opus Capital Group, LLC
|Horter Investment Management, LLC||Cincinnati, OH||Jun 2016 - Current||1|
|Steele Financial Services, LLC||Cody, MS||Feb 2002 - Current||15|
|Global Financial Private Capital||Sarasota, FL||Apr 2010 - Jun 2016||6|
|Steele Financial Services, LLC||Cody, WY||Jan 2007 - Apr 2010||3|
|Ammg, Inc.||Houston, TX||Apr 2003 - Dec 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1999|
|S65||NASAA Investment Advisors Law Examination||Jul 2001|
Total Assets Under Management1,016MILLIONS
Total Number of Accounts13,925ACCOUNTS
Average Account Value$72,992
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV
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