James
Wolfe
Horizon Investments LLC
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About this Advisor
James Wolfe is a financial advisor operating out of Charlotte, North Carolina with a total of 1 year of relevant experience. Wolfe is on the advisory team at Horizon Investments LLC. Their career trajectory has included roles at Sammons Retirement Solutions, Sammons Financial Network, Horizon Investments LLC, Quasar Distributors, LLC, Pfs Investments Inc and Primerica Financial Services. Wolfe maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Iowa. Horizon Investments LLC is an advisory company based in Charlotte, NC. It has $4 billion in assets across its 3,414 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The advisory firm performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and other services. A financial advisor's fees usually are based on which service is provided. However, fees charged by Horizon Investments LLC likely include 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
James Wolfe Work History
James has been registered as a financial advisor for 1 years.*
Horizon Investments LLC
Quasar Distributors, LLC
Sammons Retirement Solutions
Sammons Financial Network
Pfs Investments Inc
Primerica Financial Services
*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 James Wolfe 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
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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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