Horizon Wealth Advisors

Horizon Wealth Advisors (CRD# 148338) is a financial advisory firm headquartered in Lakewood Ranch, FL. They manage $187,554,934 in 502 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
9040 Town Center Parkway, Lakewood Ranch, FL 34202
http://www.horizonwealthadvisors.com
By the Numbers
  • Total Assets Under Management
    188
    MILLION
  • Total Number of Accounts
    502
    ACCOUNTS
  • Average Account Value
    $373,615
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, PA, TX

Financial Advisors at Horizon Wealth Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Brian Babcock, financial advisor Lakewood Ranch FL
Brian T. Babcock
CRD#: 4344922
Lakewood Ranch, FL

Brian Babcock (CRD# 4344922) is an Investment Advisor Representative working at Horizon Wealth Advisors in Lakewood Ranch, FL and has over 12 years of experience in the finance industry.

2
Nicholas Drizos, financial advisor Bradenton FL
Nicholas J. Drizos
CRD#: 2254426
Bradenton, FL

Nicholas Drizos (CRD# 2254426) is an Investment Advisor Representative working at Horizon Wealth Advisors in Bradenton, FL and has over 29 years of experience in the finance industry.

3
Michael Ferro, financial advisor Lakewood Ranch FL
Michael F. Ferro
CRD#: 2747857
Lakewood Ranch, FL

Michael Ferro (CRD# 2747857) is an Investment Advisor Representative working at Horizon Wealth Advisors in Lakewood Ranch, FL and has over 27 years of experience in the finance industry.

4
Dwight Pendola, financial advisor Lakewood Ranch FL
Dwight P. Pendola
CRD#: 5419103
Lakewood Ranch, FL

Dwight Pendola (CRD# 5419103) is an Investment Advisor Representative working at Horizon Wealth Advisors in Lakewood Ranch, FL and has over 16 years of experience in the finance industry.

5
Jeremy Smith, financial advisor Lakewood Ranch FL
Jeremy D. Smith
CRD#: 5736929
Lakewood Ranch, FL

Jeremy Smith (CRD# 5736929) is an Investment Advisor Representative working at Horizon Wealth Advisors in Lakewood Ranch, FL and has over 14 years of experience in the finance industry.

6
Elizabeth Wilson, financial advisor Lakewood Ranch FL
Elizabeth J. Wilson
CRD#: 1580513
Lakewood Ranch, FL

Elizabeth Wilson (CRD# 1580513) is an Investment Advisor Representative working at Horizon Wealth Advisors in Lakewood Ranch, FL and has over 33 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.

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