Scott Horton
CRD Number: 2666018Current Firm: J.p. King Advisors, Inc.
Compensation Model: Fee Only
Scott Horton (CRD# 2666018) is a Principal and Registered Investment Advisor working at J.P. King Advisors, Inc. in Walnut Creek, CA and has over 20 years of experience in the finance industry. Scott Horton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. Scott received a degree in Mangerial Economics from the University of California at Davis, and a Masters degree in Finance from Golden Gate University. He has also completed the graduate certificate in Financial Planning at Golden Gate University.
You can learn more about Scott and J.P. King Advisors here: www.jpkingadvisors.com
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
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Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
J.p. King & Associates, Inc. | Walnut Creek, CA | Apr 2008 - Current | 16 |
Investment Architects, Inc. | Walnut Creek, CA | Apr 2008 - Mar 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1995 |
S65 | NASAA Investment Advisors Law Examination | Oct 1995 |
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Total Assets Under Management654MILLIONS
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Total Number of Accounts1,377ACCOUNTS
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Average Account Value$475,091
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CA, TX
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