AH
AH

Andrew Allen Horton

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
105 advisors
Number of Clients
2,989 clients
Average Client Portfolio
$292K average
Assets Under Management
$871.4M

Fee Structure

Minimum Investment:$25K
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Location

3711 S Mopac Expy, Suite 150, Austin, TX, 78746

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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.

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Other Business ActivitiesSells Insurance

Andrew is an agent for 49 Financial, providing fixed insurance services, and an Investment Advisor Representative for 49 Wealth Management. He is also a Registered Representative with Oakwood Capital Securities and a Fixed Insurance Agent with Financial Independence Group. These activities take up a significant amount of Andrew's time.

Employment History
Current Registrations
Oakwood Capital Securities, INC.Broker
July 2024 - Present · 1 yr 7 mos
49 Financial
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2022 - January 2024 · 1 yr 6 mos
State Registrations3 states
CAPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.