Paul
Horn

Benefit Financial Services Group

CRD#4887249
Investment Advisor
in Phoenix, AZ

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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

Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1643 E. Bethany Home Road
Phoenix, AZ 85016

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Benefit Financial Services Group Brokerage Details

Total Assets Under Management

$976,966,481

AZ Average: $7,578,581,321
Total Number of Employees

32

AZ Average: 43
Total Number of Accounts

1,978

AZ Average: 3,727
Average Account Size

$493,916

AZ Average: $2,033,427

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.*

2019 - Present (5 years)

Benefit Financial Services Group

2019 - 2019 (< 1 year)

Ark Financial Advisors, LLC

2019 - 2019 (< 1 year)

Ark Financial

2016 - 2019 (3 years)

Lpl Financial, LLC

2016 - 2019 (3 years)

Puplava Financial Services, Inc

2016 - 2019 (3 years)

Puplava Securities, Inc

2015 - 2016 (1 year)

Puplava Financial Services

2015 - 2016 (1 year)

Puplava Securities, Inc

2015 - 2019 (4 years)

Financial Sense Wealth Management

2013 - 2015 (2 years)

J.P. Morgan Securities LLC

2013 - 2015 (2 years)

J P Morgan

2010 - 2013 (3 years)

Usaa Financial Advisors Inc

2010 - 2013 (3 years)

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

Kyle Nixon
Irvine, CA
Aksana Munoz
Irvine, CA
Justin Nardo
Phoenix, AZ
Henry Vanbuskirk
Irvine, CA
Mark Blom
Irvine, CA
Thomas Steffanci
Phoenix, AZ
Thomas Kyle
Irvine, CA

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.

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