Herbert Perlin, financial advisor Cincinnati OH

Herbert Perlin

CRD Number: 1077507
Current Firm: Horter Investment Management, LLC

Herbert Perlin (CRD# 1077507) is an Investment Advisor Representative working at Horter Investment Management, LLC in Cincinnati, OH and has over 41 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Horter Investment Management Cincinnati, OH Apr 2017 - Current 6
Perlin Rossen & Associates Dba Perlin Retirement Solutions, LLC Virginia Beach, VA Feb 2003 - Current 21
Next Financial Group Virginia Beach, VA Aug 2003 - Apr 2017 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1983
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Herbert L. Perlin
Phone Number: 513-984-9933
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    227
    MILLIONS
  • Total Number of Accounts
    2,563
    ACCOUNTS
  • Average Account Value
    $88,590
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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