David
Horner

Fmi

CRD#7648092
Investment Advisor
in Ardmore, OK

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About this Advisor

David Horner is a financial advisor based in Ardmore, Oklahoma, working with Fmi. David has previously held positions at Walmart, American National Bank, Davids Helpful Services, Integrity First Homes, LLC, Square Contemporary, Oanh Stanger State Farm, Roger Commercial Properties, Cleveland County Assessor, University Of Oklahoma, Murray State College, Advanced Production Partners, LLC, 12Th Avenue Property, LLC, October Capital Partners, LLC, Fmi, and Student. David has passed the Series 65 regulatory exam and is registered to provide services in Oklahoma. Currently, David is part of Fmi, which operates out of Ardmore, Oklahoma. The firm has 6 employees and manages assets totaling $247.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Fmi includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

130 D Street Nw
Ardmore, OK 73401

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Fmi Brokerage Details

Total Assets Under Management

$247,105,766

OK Average: $681,523,814
Total Number of Employees

6

OK Average: 15
Total Number of Accounts

1,499

OK Average: 642
Average Account Size

$164,847

OK Average: $1,061,564

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

David Horner Work History

2022 - Present (2 years)

October Capital Partners, LLC

2022 - Present (2 years)

Fmi

2021 - Present (3 years)

Cleveland County Assessor

2021 - Present (3 years)

Advanced Production Partners, LLC

2018 - Present (6 years)

12Th Avenue Property, LLC

2020 - 2020 (< 1 year)

Oanh Stanger State Farm

2019 - 2019 (< 1 year)

Square Contemporary

2019 - 2022 (3 years)

Roger Commercial Properties

2017 - 2018 (1 year)

Davids Helpful Services

2017 - 2018 (1 year)

Integrity First Homes, LLC

2017 - 2022 (5 years)

University Of Oklahoma

2016 - 2020 (4 years)

Murray State College

2015 - 2018 (3 years)

American National Bank

2014 - 2015 (1 year)

Walmart

2011 - 2017 (6 years)

Student

Disclosures

Please visit the SEC profile of David Horner 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 Fmi

Bregan Heitz
Ardmore, OK
Allen Bynum
Ardmore, OK
Kayla Tweedy
Ardmore, OK
Michael Whitson
Ardmore, OK
David Horner
Ardmore, OK

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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