Allan
Horner
Criterion Capital Advisors LLC
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About this Advisor
Allan Horner is a financial advisor working out of Nashville, Tennessee with 5 years of relevant experience. Horner currently works for Criterion Capital Advisors LLC. Throughout their career, they have worked at Wells Fargo Advisors Financial Network LLC and Criterion Capital Advisors LLC. Horner maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Tennessee and Texas. Criterion Capital Advisors LLC is a business operating out of Nashville, TN. It manages $397 million in assets among its 946 accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 946 client accounts, 22% belong to high-net-worth clients who have more than $1 million in assets available to invest. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management usually are based on the financial services. Fees charged by Criterion Capital Advisors LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Criterion Capital Advisors LLC Brokerage Details
$396,748,000
6
946
$419,395
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Allan Horner Work History
Allan has been registered as a financial advisor for 5 years.*
Criterion Capital Advisors LLC
Criterion Capital Advisors LLC
Wells Fargo Advisors Financial Network LLC
*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 Allan 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 Criterion Capital Advisors LLC
Nashville, TN
Nashville, TN
Nashville, TN
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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.
