Danielle Learned

Horizon Investments LLC

13 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Horizon Investments LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

23 advisors

Number of Clients

1,481 clients

Average Client Portfolio

$3.6M average

Assets Under Management

$5.4B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

6210 Ardrey Kell Road, Ste 300, Charlotte, NC, 28277

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Danielle is the Director of Client Operations at Horizon Investments, overseeing the Horizon One consulting team and driving sales of consulting services and investment products. This activity takes more than full-time, but does not occur during securities trading hours.

Employment History

Current Registrations

Quasar Distributors, LLCBroker

January 2019 - Present · 7 yrs 1 mo

Quasar Distributors, LLC

January 2019 - Present · 7 yrs 1 mo

Horizon Investments LLC

November 2018 - Present · 7 yrs 3 mos

Previous Registrations

LPL Financial LLCBroker

October 2016 - October 2018 · 2 yrs

LPL Financial LLC

October 2016 - October 2018 · 2 yrs

Msi Financial Services, INC.

December 2014 - September 2016 · 1 yr 9 mos

Msi Financial Services, INC.Broker

April 2014 - September 2016 · 2 yrs 5 mos

New England SecuritiesBroker

April 2014 - January 2015 · 9 mos

Prudential Annuities Distributors, INCBroker

March 2012 - March 2014 · 2 yrs

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.