Horizon Investments LLC

Horizon Investments LLC (CRD# 109552) is a financial advisory firm headquartered in Charlotte, NC. They manage $3,293,566,011 in 18,977 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,294
    MILLION
  • Total Number of Accounts
    18,977
    ACCOUNTS
  • Average Account Value
    $173,556
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
  • Other
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.

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, VT, WA, WI, WV

Financial Advisors at Horizon Investments LLC
Showing 1 - 10 of 16 top financial advisors.
1
Ronald B. Saba
CRD#: 1602012
13024 Ballantyne Corporate Place, Ste 225, Charlotte, NC 28277
96
Wealthminder
score

Ronald Saba (CRD# 1602012) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 23 years of experience in the finance industry.

2
Carlos E. Barbosa
CRD#: 4489840
Guilford, CT
93
Wealthminder
score

Carlos Barbosa (CRD# 4489840) is an Investment Advisor Representative working at Horizon Investments LLC in Guilford, CT and has over 15 years of experience in the finance industry.

3
Joshua S. Bartholomew
CRD#: 5365788
13024 Ballantyne Corporate Place, Ste 225, Charlotte, NC 28277
93
Wealthminder
score

Joshua Bartholomew (CRD# 5365788) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 10 years of experience in the finance industry.

4
Matthew Bond
CRD#: 4277568
13024 Ballantyne Corporate Place, Ste 225, Charlotte, NC 28277
93
Wealthminder
score

Matthew Bond (CRD# 4277568) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 10 years of experience in the finance industry.

5
James T. Breen
CRD#: 4480405
13024 Ballantyne Corporate Place, Ste 225, Charlotte, NC 28277
93
Wealthminder
score

James Breen (CRD# 4480405) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 15 years of experience in the finance industry.

6
Chris J. Engel
CRD#: 4447527
13024 Ballantyne Corporate Place, Ste 225, Charlotte, NC 28277
93
Wealthminder
score

Chris Engel (CRD# 4447527) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 16 years of experience in the finance industry.

7
Benjamin E. Johnson
CRD#: 5639045
13024 Ballantyne Corporate Place, Ste 225, Charlotte, NC 28277
93
Wealthminder
score

Benjamin Johnson (CRD# 5639045) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 8 years of experience in the finance industry.

8
Scott E. Ladner
CRD#: 3247453
13024 Ballantyne Corporate Place, Ste 225, Charlotte, NC 28277
93
Wealthminder
score

Scott Ladner (CRD# 3247453) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 18 years of experience in the finance industry.

9
Daniel P. Otoole
CRD#: 1710600
13024 Ballantyne Corporate Place, Ste 225, Charlotte, NC 28277
93
Wealthminder
score

Daniel Otoole (CRD# 1710600) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 27 years of experience in the finance industry.

10
Eddie T. Rollins
CRD#: 1523500
13024 Ballantyne Corporate Place, Ste 225, Charlotte, NC 28277
93
Wealthminder
score

Eddie Rollins (CRD# 1523500) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 31 years of experience in the finance industry.

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