Taylor
Horten

Equitable Advisors, LLC

CRD#7555248
Investment Advisor
in Raleigh, NC

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About this Advisor

Taylor Horten is a financial advisor working out of Raleigh, North Carolina with 1 year of relevant experience. Horten works at Equitable Advisors, LLC. Throughout their career, they have worked at Equitable Advisors, LLC, Harris Teeter, Restoration1 Of Greater Charlotte, Unc Wilmington, Papa John'S, Financial Data Systems, Marvin Ridge Middle School and Marvin Ridge High School. Horten maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in North Carolina. Equitable Advisors, LLC is a financial advisory firm that has its headquarters in New York, NY. It has offices in 885 locations and a total of 5,251 financial advisors. It administers $25 billion in total assets between its 75,222 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 177 charitable organizations. Of its 75,222 accounts, 42% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Equitable Advisors, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely are based on which service is provided. Fees billed by Equitable Advisors, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3100 Smoketree Court Suite 1000
Raleigh, NC 27604

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

NC Average: $7,464,549,021
Total Number of Employees

5,251

NC Average: 88
Total Number of Accounts

75,222

NC Average: 3,892
Average Account Size

$326,438

NC Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Taylor Horten Work History

Taylor has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Equitable Advisors, LLC

2021 - 2021 (< 1 year)

Papa John'S

2021 - 2021 (< 1 year)

Financial Data Systems

2018 - 2022 (4 years)

Unc Wilmington

2016 - 2017 (1 year)

Harris Teeter

2016 - 2020 (4 years)

Restoration1 Of Greater Charlotte

2014 - 2018 (4 years)

Marvin Ridge High School

2012 - 2014 (2 years)

Marvin Ridge Middle School

*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 Taylor Horten 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 Equitable Advisors, LLC

Kyle Lynch
Dallas, TX
David Mebs
Conshohocken, PA
William Sorrentino
Edison, NJ
Matthew Chirico
Stamford, CT
Jeffrey Desmarais
Shelton, CT
Matthew Turner
Syracuse, NY
Steven South
Selma, AL
Jennifer Farris
Trussville, AL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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