KRISTIN WYMAN HORTON
CRD Number: 1987375Current 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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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 |
- CA
-
Total Assets Under Management119MILLIONS
-
Total Number of Accounts132ACCOUNTS
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Average Account Value$900,760
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, NY
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