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Joshua Horton, financial advisor Great Falls MT

Joshua Horton

CRD Number: 6187019
Current Firm: Big Sky Wealth Advisors, LLC
Compensation Model: Fee Only
Joshua Horton (CRD# 6187019) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Great Falls, MT and has over 5 years of experience in the finance industry.
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Company Name Location Dates Years
Silver Oak Securities, Inc. Great Falls, MT Sep 2022 - Current 1
Big Sky Wealth Advisors, LLC Great Falls, MT Sep 2022 - Current 1
Stifel Nicolaus Great Falls, MT May 2013 - Sep 2022 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Joshua T. Horton
812 14th Street N, Great Falls, MT 59401
Phone Number: 406-315-2627
Advisor Website: http://www.hortonfinancialgroup.com
Firm Website: https://www.bigskywealthadvisors.com
Registered State(s):
  • MT
Current Firm Details
Big Sky Wealth Advisors, LLC
Firm's CRD Number: 321272
812 14th Street N, Great Falls, MT 59401
By the Numbers
  • Total Assets Under Management
    108
    MILLIONS
  • Total Number of Accounts
    443
    ACCOUNTS
  • Average Account Value
    $243,418
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MT

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