Phillip
Horton

Investment Research Corp

CRD#7392967
Investment Advisor
in Jacksonville, FL

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About this Advisor

Phillip Horton is a financial advisor based in Jacksonville, Florida, working with Investment Research Corp. Phillip has previously held positions at Massmutual Life Insurance Co, Mml Investors Services LLC, Watson Property Management, Beaches Properties, Full Time Student, World Capital Brokerage, Inc, and Investment Research Corporation. Phillip has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Phillip is part of Investment Research Corp, which operates out of Jacksonville, Florida. The firm has 17 employees and manages assets totaling $52.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and selection of other advisers. The fee structure at Investment Research Corp includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Jacksonville, FL

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Investment Research Corp Brokerage Details

Total Assets Under Management

$52,021,890

FL Average: $2,349,664,866
Total Number of Employees

17

FL Average: 28
Total Number of Accounts

150

FL Average: 1,101
Average Account Size

$346,813

FL Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Phillip Horton Work History

2023 - Present (1 year)

World Capital Brokerage, Inc

2023 - Present (1 year)

Investment Research Corporation

2017 - Present (7 years)

Watson Property Management

2021 - 2022 (1 year)

Massmutual Life Insurance Co

2021 - 2022 (1 year)

Mml Investors Services LLC

2014 - 2017 (3 years)

Beaches Properties

2010 - 2016 (6 years)

Full Time Student

Disclosures

Please visit the SEC profile of Phillip Horton 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 Investment Research Corp

Matthew Raves
Lago Vista, TX
Phillip Horton
Jacksonville, FL
Todd Smith
Denver, CO
Brian Regan
Pittsburgh, PA
Michael Summers
York, PA
Jason Anderson
Denver, CO
Wayne Corcoran
Denver, CO
Paul Foster
Denver, CO

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