Douglas HornerCRD Number: 4464474
Current Firm: Strategic Advisers, Inc.
Douglas Horner (CRD# 4464474) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Tampa, FL and has over 14 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Fidelity Brokerage Services LLC||Altamonte Springs, FL||Oct 2008 - Current||9|
|American Express Financial Advisors||Orlando, FL||Oct 2001 - Sep 2008||6|
|Ids Life Insurance Company||Orlando, FL||Oct 2001 - Sep 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2003|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV