Michael Horton, financial advisor Kaneohe HI

Michael Horton

CRD Number: 4435735
Current Firm: Cuso Financial Services, LP

Michael Horton (CRD# 4435735) is an Investment Advisor Representative working at Cuso Financial Services, LP in Kaneohe, HI and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Feb 2021 - Current 3
Hawaii State Federal Credit Union Kaneohe, HI Feb 2021 - Current 3
American Savings Bank Honolulu, HI Dec 2020 - Feb 2021 < 1
Cetera Investment Services LLC St Cloud, MN Dec 2020 - Feb 2021 < 1
Cetera Investment Advisers LLC Honolulu, HI Dec 2020 - Feb 2021 < 1
Windward Football Club Kailua, HI May 2019 - Feb 2021 1
Michael & Tasha Horton Trust Kaneohe, HI Jan 2003 - Feb 2021 18
Raymond James Financial Services Inc. Kailua, HI May 2017 - Jul 2020 3
Raymond James Financial Services Advisors Inc. Kailua, HI May 2017 - Jul 2020 3
First Hawaiian Bank Advisors Dba Kailua, HI May 2017 - Jul 2020 3
First Hawaiian Bank Honolulu, HI Jul 2002 - Jul 2020 18
Bancwest Investment Services, Inc. Saint Cloud, MN Aug 2002 - May 2017 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S65 NASAA Investment Advisors Law Examination Jul 2006
Contact Info for Michael G. Horton
Phone Number: 858-530-4400
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    4,083
    MILLIONS
  • Total Number of Accounts
    25,992
    ACCOUNTS
  • Average Account Value
    $157,079
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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