Horizon Financial Services, LLC

Horizon Financial Services, LLC (CRD# 158798) is a financial advisory firm headquartered in Winston Salem, NC. They manage $67,952,936 in 364 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    364
    ACCOUNTS
  • Average Account Value
    $186,684
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Horizon Financial Services, LLC
Showing 1 - 4 of 4 top financial advisors.
1
John J. Brais
CRD#: 5704627
3880 Vest Mill Rd., Suite 100, Winston Salem, NC 27103
93
Wealthminder
score

John Brais (CRD# 5704627) is an Investment Advisor Representative working at Horizon Financial Services, LLC in Winston Salem, NC and has over 8 years of experience in the finance industry.

2
Melissa G. Chadwick
CRD#: 4526765
3880 Vest Mill Rd., Suite 100, Winston Salem, NC 27103
93
Wealthminder
score

Melissa Chadwick (CRD# 4526765) is an Investment Advisor Representative working at Horizon Financial Services, LLC in Winston Salem, NC and has over 15 years of experience in the finance industry.

3
Scott D. Walker
CRD#: 4594390
3880 Vest Mill Rd., Suite 100, Winston Salem, NC 27103
93
Wealthminder
score

Scott Walker (CRD# 4594390) is an Investment Advisor Representative working at Horizon Financial Services, LLC in Winston Salem, NC and has over 14 years of experience in the finance industry.

4
Stephan T. Day
CRD#: 2694751
3880 Vest Mill Rd., Suite 100, Winston Salem, NC 27103
61
Wealthminder
score

Stephan Day (CRD# 2694751) is an Investment Advisor Representative working at Horizon Financial Services, LLC in Winston Salem, NC and has over 21 years of experience in the finance industry.

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