Carlos
Barbosa
Horizon Investments LLC
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About this Advisor
Carlos Barbosa is a financial advisor who works in Guilford, Connecticut with a total of 6 years of industry experience. Barbosa currently works for Horizon Investments LLC. Throughout their career, Barbosa has worked at First Trust Portfolios L.P, Horizon Investments LLC, Northern Lights Distributors, LLC and Quasar Distributors, LLC. Barbosa holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to operate in Massachusetts. Horizon Investments LLC is a firm headquartered in Charlotte, NC. It controls $4 billion in assets under management among its 3,414 accounts, making it one of the largest firms in the country by assets under management. The company has a set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies and other services. Fees charged by financial advisors typically vary depending on which services are provided. Fees billed by Horizon Investments LLC can consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Horizon Investments LLC Brokerage Details
$3,816,815,479
72
3,414
$1,117,989
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Other
Carlos Barbosa Work History
Carlos has been registered as a financial advisor for 6 years.*
Quasar Distributors, LLC
Horizon Investments LLC
Northern Lights Distributors, LLC
First Trust Portfolios L.P
*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 Carlos Barbosa 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
Indianapolis, IN
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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