Paul
Horn
Benefit Financial Services Group
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About this Advisor
Paul Horn is a certified financial planner who works in Phoenix, Arizona with a total of 4 years of relevant experience. Horn works at Benefit Financial Services Group. During their career, the advisor has held roles at Usaa Financial Advisors Inc, Usaa, J.P. Morgan Securities LLC, Puplava Financial Services, Puplava Securities, Inc, Lpl Financial, LLC, Puplava Financial Services, Inc, Ark Financial Advisors, LLC, Ark Financial, Financial Sense Wealth Management, J P Morgan and Benefit Financial Services Group. Horn holds Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona and California. Benefit Financial Services Group is a company that has its headquarters in Irvine, CA. The investment advisory business has a total of 32 financial advisors. It handles $977 million in assets under management between its 1,978 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm advises 10 charities and foundations. Of its 1,978 client accounts, 33% are held by high-net-worth investors who have more than $1 million in assets available to invest. Benefit Financial Services Group offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees largely vary depending on the type of financial services provided. Fees billed by Benefit Financial Services Group most likely are comprised of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Benefit Financial Services Group Brokerage Details
$976,966,481
32
1,978
$493,916
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Paul Horn Work History
Paul has been registered as a financial advisor for 4 years.*
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
Usaa Financial Advisors Inc
Usaa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Phoenix, AZ
Irvine, CA
Irvine, CA
Phoenix, AZ
Irvine, CA
Reno, NV
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.