Paul Horn (CRD# 4887249) is an Investment Advisor Representative working at Benefit Financial Services Group in Phoenix, AZ and has over 19 years of experience in the finance industry. Paul Horn 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.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Benefit Financial Services Group | Irvine, CA | Jul 2019 - Current | 4 |
| Ark Financial Advisors, LLC | Austin, TX | Apr 2019 - Jul 2019 | < 1 |
| Ark Financial | Austin, TX | Apr 2019 - Jul 2019 | < 1 |
| Puplava Securities, Inc. | San Diego, CA | Dec 2016 - Mar 2019 | 2 |
| Puplava Financial Services, Inc. | San Diego, CA | Oct 2016 - Mar 2019 | 2 |
| Lpl Financial, LLC | San Diego, CA | Aug 2016 - Mar 2019 | 2 |
| Financial Sense Wealth Management | San Diego, CA | Apr 2015 - Mar 2019 | 3 |
| Puplava Financial Services | San Diego, CA | Apr 2015 - Jul 2016 | 1 |
| Puplava Securities, Inc. | San Diego, CA | Apr 2015 - Jul 2016 | 1 |
| J.p. Morgan Securities LLC | Encino, CA | Dec 2013 - Apr 2015 | 1 |
| J P Morgan | Anaheim Hills, CA | Dec 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2005 |
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Total Assets Under Management1,149MILLIONS
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Total Number of Accounts2,058ACCOUNTS
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Average Account Value$558,351
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CO, CT, FL, GA, ID, IL, MA, NJ, NM, NV, NY, OR, TX, WA
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