Danielle
Learned
Horizon Investments LLC
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About this Advisor
Danielle Learned is a financial advisor who works in Charlotte, North Carolina, who has 5 years of relevant experience. Learned currently works for Horizon Investments LLC. The advisor has gained experience at The Prudential Insurance Company Of America, Prudential Annuities Distributors, Inc, Metlife Securities, Lpl Financial LLC, Horizon Investments LLC and Quasar Distributors LLC. Learned holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. Horizon Investments LLC is a financial advisory business headquartered in Charlotte, NC. It handles $4 billion in assets between its 3,414 customer accounts, making it one of the biggest firms in the country by assets under management. Horizon Investments LLC has a few services, including portfolio management for individuals and small businesses, portfolio management for investment companies and other services. A financial advisor's fees depend on which services are offered. However, fees charged by Horizon Investments LLC can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Horizon Investments LLC Brokerage Details
$3,816,815,479
72
3,414
$1,117,989
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Other
Danielle Learned Work History
Danielle has been registered as a financial advisor for 5 years.*
Horizon Investments LLC
Quasar Distributors LLC
Lpl Financial LLC
Metlife Securities
The Prudential Insurance Company Of America
Prudential Annuities Distributors, Inc
*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 Danielle Learned 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
Charlotte, NC
Charlotte, NC
Charlotte, NC
Indianapolis, IN
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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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