Horizon Investments LLC

Horizon Investments LLC (CRD# 109552) is a financial advisory firm headquartered in Charlotte, NC. They manage $3,816,815,479 in 3,414 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,817
    MILLION
  • Total Number of Accounts
    3,414
    ACCOUNTS
  • Average Account Value
    $1,117,989
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")
  • Other
Types of Clients
Registered States
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Horizon Investments LLC
Showing 1 - 10 of 22 top financial advisors.
1
Scott M. Albright
CRD#: 4514266
6210 Ardrey Kell Road, Ste 300, Charlotte, NC 28277

Scott Albright (CRD# 4514266) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 21 years of experience in the finance industry.

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

Carlos Barbosa (CRD# 4489840) is an Investment Advisor Representative working at Horizon Investments LLC in Guilford, CT and has over 22 years of experience in the finance industry.

3
Matthew Bond
CRD#: 4277568
6210 Ardrey Kell Road, Ste 300, Charlotte, NC 28277

Matthew Bond (CRD# 4277568) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 17 years of experience in the finance industry.

4
John H. Bryant
CRD#: 6532024
6210 Ardrey Kell Road, Ste 300, Charlotte, NC 28277

John Bryant (CRD# 6532024) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 8 years of experience in the finance industry.

5
Scott C. Ferrette
CRD#: 5584620
San Francisco, CA

Scott Ferrette (CRD# 5584620) is an Investment Advisor Representative working at Horizon Investments LLC in San Francisco, CA and has over 15 years of experience in the finance industry.

6
Austin M. Fitch
CRD#: 5972590
6210 Ardrey Kell Road, Ste 300, Charlotte, NC 28277

Austin Fitch (CRD# 5972590) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 12 years of experience in the finance industry.

7
Casey R R. Hazen
CRD#: 6343355
6210 Ardrey Kell Road, Ste 300, Charlotte, NC 28277

Casey R Hazen (CRD# 6343355) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 9 years of experience in the finance industry.

8
Benjamin E. Johnson
CRD#: 5639045
6210 Ardrey Kell Road, Ste 300, Charlotte, NC 28277

Benjamin Johnson (CRD# 5639045) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 14 years of experience in the finance industry.

9
Scott E. Ladner
CRD#: 3247453
6210 Ardrey Kell Road, Ste 300, Charlotte, NC 28277

Scott Ladner (CRD# 3247453) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 24 years of experience in the finance industry.

10
Danielle Learned
CRD#: 5885098
6210 Ardrey Kell Road, Ste 300, Charlotte, NC 28277

Danielle Learned (CRD# 5885098) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 12 years of experience in the finance industry.

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