KRISTIN WYMAN HORTON, financial advisor Westlake Village CA

KRISTIN WYMAN HORTON

CRD Number: 1987375
Current Firm: Haven Capital Group
Compensation Model: Commission Only

KRISTIN WYMAN HORTON , CFA (CRD# 1987375) is an Investment Advisor Representative working at Haven Capital Group in Santa Barbara, CA and has over 27 years of experience in the finance industry.

 

Haven Capital Group is a private, independent investment management firm providing custom portfolio management and financial planning for high net worth individuals and families, trusts, non-profits, corporations and retirement plans.  The firm's President is Kristin Wyman Horton , CFA.

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Professional Designations
Company Name Location Dates Years
Haven Capital Group, Inc. Santa Barbara, CA Jun 2009 - Current 14
Unemployed Santa Barbara, CA Jul 2001 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1992
Contact Info for KRISTIN WYMAN HORTON
By the Numbers
  • Total Assets Under Management
    110
    MILLIONS
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $832,646
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, NY

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