Horizon Financial Services, LLC

Horizon Financial Services, LLC (CRD# 158798) is a financial advisory firm headquartered in Winston Salem, NC. They manage $169,537,665 in 1,040 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    170
    MILLION
  • Total Number of Accounts
    1,040
    ACCOUNTS
  • Average Account Value
    $163,017
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NY, SC

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

John Brais (CRD# 5704627) 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.

2
Jared G. Johnson
CRD#: 5816323
3540 Clemmons Road, Suite 1100, Clemmons, NC 27012

Jared Johnson (CRD# 5816323) is an Investment Advisor Representative working at Horizon Financial Services, LLC in Clemmons, NC and has over 13 years of experience in the finance industry.

3
Joseph M. Perkins
CRD#: 4723505
3880 Vest Mill Rd., Suite 100, Winston Salem, NC 27103

Joseph Perkins (CRD# 4723505) 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.

4
Scott D. Walker
CRD#: 4594390
3880 Vest Mill Rd., Suite 100, Winston Salem, NC 27103

Scott Walker (CRD# 4594390) 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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