David
Horner

Fmi

CRD#7648092
Investment Advisor
in Ardmore, OK

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About this Advisor

David Horner is a financial advisor working out of Ardmore, Oklahoma who has 1 year of industry experience. Horner is currently employed by Fmi. Their career trajectory has included roles 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. Horner holds a Series 65 license, designating them as an investment advisor representative, and can work in Oklahoma. Fmi is an advisory business operating out of Ardmore, OK. It manages $209 million in total assets across its 1,132 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,132 customer accounts, just 7% are associated with high-net-worth individuals who have more than $1 million in investable assets. Fmi offers portfolio management for individuals and small businesses. A financial advisor's fee schedules largely depend on which services the firm provides the client. Fee types charged by Fmi can include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

$209,323,655

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

6

OK Average: 15
Total Number of Accounts

1,132

OK Average: 642
Average Account Size

$184,915

OK Average: $1,061,564

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

David Horner Work History

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

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

*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 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

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

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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