Matthew
Terry
Horizon Investments LLC
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About this Advisor
Matthew Terry is a financial advisor based in Charlotte, North Carolina, working with Horizon Investments LLC. Matthew has previously held positions at Bny Mellon, Nfp Securities Inc, Symmetry Partners, LLC, Northern Lights Distributors, LLC, Foreside Financial Services, LLC, Horizon Investments LLC, and Quasar Distributors, LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Matthew 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.
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Horizon Investments LLC Brokerage Details
$4,466,593,018
74
3,367
$1,326,579
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Other
Matthew Terry Work History
Horizon Investments LLC
Quasar Distributors, LLC
Foreside Financial Services, LLC
Symmetry Partners, LLC
Northern Lights Distributors, LLC
Bny Mellon
Nfp Securities Inc
Disclosures
Please visit the SEC profile of Matthew Terry 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
San Francisco, CA
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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