James
Horn
Origin Investment Advisory LLC
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About this Advisor
James Horn is a financial advisor based in Sarasota, Florida, working with Origin Investment Advisory LLC. James has previously held positions at Merrill Lynch, Horn Commercial Cleaning, LLC, and Facet Wealth. James has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, James is part of Origin Investment Advisory LLC, which operates out of Sarasota, Florida. The firm has 162 employees and manages assets totaling $2.1 million. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Origin Investment Advisory LLC is fixed.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Origin Investment Advisory LLC Brokerage Details
$2,147,404
162
1,776
$1,209
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Horn Work History
Horn Commercial Cleaning, LLC
Facet Wealth
Merrill Lynch
Disclosures
Please visit the SEC profile of James 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 Origin Investment Advisory LLC
Jersey City, NJ
Atlanta, GA
Sarasota, FL
Ontario, CA
Bloomfield Hills, MI
Boston, MA
Boston, MA
Decatur, GA
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