Chad Horton, financial advisor Tucson AZ

Chad Horton

CRD Number: 4249403
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chad Horton (CRD# 4249403) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tucson, AZ and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America,n.a. Tucson, AZ Jun 2011 - Current 12
Merrill Lynch Tucson, AZ Mar 2000 - Current 24
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2000
Contact Info for Chad R. Horton
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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