Joshua
Horton
Big Sky Wealth Advisors, LLC
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About this Advisor
Joshua Horton is a financial advisor operating in Great Falls, Montana, with a total of 1 year of relevant experience. Horton is an employee of Big Sky Wealth Advisors, LLC. During their career, the advisor has held roles at Stifel Nicolaus, Silver Oak Securities, Inc and Big Sky Wealth Advisors, LLC. Horton holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Montana, Washington and Wisconsin. Big Sky Wealth Advisors, LLC is a financial advisory business based out of Great Falls, MT. It controls $87 million in assets among its 383 client accounts, making it one of the smaller firms in the nation by assets under management. The firm serves two charitable organizations. Of its 383 client accounts, just 14% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Fees for financial management vary depending on the services offered. However, fee types billed by Big Sky Wealth Advisors, LLC most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Big Sky Wealth Advisors, LLC Brokerage Details
$87,305,898
3
383
$227,953
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Joshua Horton Work History
Joshua has been registered as a financial advisor for 1 years.*
Silver Oak Securities, Inc
Big Sky Wealth Advisors, LLC
Stifel Nicolaus
*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 Joshua 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 Big Sky Wealth Advisors, LLC
Great Falls, MT
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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