Eric
Anthony

Horizon Investments LLC

CRD#6521483
Investment Advisor
in Charlotte, NC

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About this Advisor

Eric Anthony is a financial advisor based in Charlotte, North Carolina, working with Horizon Investments LLC. Eric has previously held positions at Creative Planning, LLC, The Doman Group, University Of Nottingham, Syracuse University, Jadak Technologies, Inc, and O'Brien & Geer. Eric has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Eric 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 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

Eric Anthony Work History

2021 - Present (3 years)

Creative Planning, LLC

2018 - 2021 (3 years)

The Doman Group

2018 - 2018 (< 1 year)

Jadak Technologies, Inc

2017 - 2018 (1 year)

University Of Nottingham

2017 - 2017 (< 1 year)

O'Brien & Geer

2013 - 2017 (4 years)

Syracuse University

Disclosures

Please visit the SEC profile of Eric Anthony 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

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