Bradford
Murphy

Horizon Investments LLC

CRD#4692827
Investment Advisor
in Charlotte, NC

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About this Advisor

Bradford Murphy is a financial advisor based in Charlotte, North Carolina, working with Horizon Investments LLC. Bradford has previously held positions at Morningstar Investment Services, Horizon Investments, and Quasar Distributors, LLC. Bradford has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Bradford is part of Horizon Investments LLC, which operates out of Charlotte, North Carolina. The firm has 74 employees and manages assets totaling $4.5 billion. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and other services. The fee structure at Horizon Investments LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6210 Ardrey Kell Road Ste 300
Charlotte, NC 28277

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Horizon Investments LLC Brokerage Details

Total Assets Under Management

$4,466,593,018

NC Average: $3,625,019,099
Total Number of Employees

74

NC Average: 22
Total Number of Accounts

3,367

NC Average: 1,917
Average Account Size

$1,326,579

NC Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Other

Bradford Murphy Work History

2024 - Present (1 year)

Horizon Investments

2024 - Present (1 year)

Quasar Distributors, LLC

2010 - 2024 (14 years)

Morningstar Investment Services

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Bradford Murphy 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 Horizon Investments LLC

Matthew Terry
Charlotte, NC
Matthew Bond
Charlotte, NC
Danielle Learned
Charlotte, NC
John Pifer
Charlotte, NC
Scott Ferrette
San Francisco, CA
Casey R Hazen
Charlotte, NC
Eric Anthony
Charlotte, NC
Gregory Manning
Charlotte, NC

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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