Horizons Financial Group, Inc.

Horizons Financial Group, Inc. (CRD# 135432) is a financial advisory firm headquartered in Birmingham, AL. They manage $18,194,109 in 81 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $224,619
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

AL, NC, TX

Financial Advisors at Horizons Financial Group, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Michael C. Mashburn
CRD#: 1524812
2477 Valleydale Rd, Suite A-3, Birmingham, AL 35244
93
Wealthminder
score

Michael Mashburn (CRD# 1524812) is an Investment Advisor Representative working at Horizons Financial Group, Inc. in Birmingham, AL and has over 30 years of experience in the finance industry.

2
James C. Nix
CRD#: 1435552
2477 Valleydale Rd, Suite A-3, Birmingham, AL 35244
93
Wealthminder
score

James Nix (CRD# 1435552) is an Investment Advisor Representative working at Horizons Financial Group, Inc. in Birmingham, AL and has over 30 years of experience in the finance industry.

3
Edward L. Colebeck
CRD#: 3013336
2477 Valleydale Rd, Suite A-3, Birmingham, AL 35244
83
Wealthminder
score

Edward Colebeck (CRD# 3013336) is an Investment Advisor Representative working at Horizons Financial Group, Inc. in Birmingham, AL and has over 18 years of experience in the finance industry.

4
Travis M. Sherman
CRD#: 4436084
2477 Valleydale Rd, Suite A-3, Birmingham, AL 35244
83
Wealthminder
score

Travis Sherman (CRD# 4436084) is an Investment Advisor Representative working at Horizons Financial Group, Inc. in Birmingham, AL and has over 15 years of experience in the finance industry.

5
James S. Carter
CRD#: 1734997
2477 Valleydale Rd, Suite A-3, Birmingham, AL 35244
81
Wealthminder
score

James Carter (CRD# 1734997) is an Investment Advisor Representative working at Horizons Financial Group, Inc. in Birmingham, AL and has over 7 years of experience in the finance industry.

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