Paul
Horn
Benefit Financial Services Group
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About this Advisor
Paul Horn is a financial advisor based in Phoenix, Arizona, working with Benefit Financial Services Group. Paul has previously held positions at J.P. Morgan Securities LLC, Puplava Financial Services, Puplava Securities, Inc, Lpl Financial, LLC, Puplava Financial Services, Inc, J P Morgan, Ark Financial Advisors, LLC, Ark Financial, Financial Sense Wealth Management, and Benefit Financial Services Group. Paul has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Arizona and California. Currently, Paul is part of Benefit Financial Services Group, which operates out of Phoenix, Arizona. The firm has 5 offices and 32 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Benefit Financial Services Group includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Benefit Financial Services Group Brokerage Details
$1,149,087,191
32
2,058
$558,351
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Paul Horn Work History
Benefit Financial Services Group
Ark Financial Advisors, LLC
Ark Financial
Lpl Financial, LLC
Puplava Financial Services, Inc
Puplava Securities, Inc
Puplava Financial Services
Puplava Securities, Inc
Financial Sense Wealth Management
J.P. Morgan Securities LLC
J P Morgan
Disclosures
Please visit the SEC profile of Paul Horn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Benefit Financial Services Group
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Phoenix, AZ
Phoenix, AZ
Irvine, CA
Irvine, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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