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).

Current Firm Details
3880 Vest Mill Rd., Suite 100, Winston Salem, NC 27103
https://www.linkedin.com/company/3304632?trk=vsrp_companies_cluster_name
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 Brais, financial advisor Winston Salem NC
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 Chadwick, financial advisor Winston Salem NC
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 Walker, financial advisor Winston Salem NC
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 Day, financial advisor Winston Salem NC
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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