Terence HoranCRD Number: 718264
Current Firm: Horan Wealth Management
Terence Horan (CRD# 718264) is an Investment Advisor Representative working at Horan Wealth Management in Cincinnati, OH and has over 31 years of experience in the finance industry.
Prudential Financial Planning Services
U.s. Bancorp Investments, Inc.
Renaissance Investment Management
|Horan Securities, Inc.||Cincinnati, OH||Nov 1995 - Current||26|
|Horan Associates Inc.||Cincinnati, OH||Feb 1981 - Current||41|
|Terence L. Horan||Cincinnati, OH||Jun 1973 - Current||49|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1991|
Total Assets Under Management513MILLIONS
Total Number of Accounts2,354ACCOUNTS
Average Account Value$217,973
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, CA, CO, CT, FL, GA, ID, IL, IN, KY, MA, MD, ME, MI, MT, NC, NJ, OH, PA, SC, TN, TX, VA, WA, WI, WV
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