Horizon Financial Services LLC
Legal Name: HORIZON FINANCIAL SERVICES, LLC
Full Contact Details
Horizon Financial Services LLC
3880 VEST MILL RD., SUITE 100, WINSTON SALEM, NC
336-659-7060
336-659-7061
Other Info
Horizon Financial Services LLC, a reputable North Carolina Limited Liability Company, is comprised of a team of 9 employees, 5 of whom work in advisory roles. This firm provides financial guidance to 8 clients. Their current SEC (U.S. Securities and Exchange Commission) status is approved, with a registration date of Aug 6, 2018. Their commitment to compliance and expertise make them a valuable asset in the financial industry.
Horizon Financial Services, LLC
Horizon Financial Services, LLC, was established in 2011. We are an independent fiduciary advisory firm with a team of experienced financial planners. Our affiliated company, New Horizon Financial Services, Inc., was formed in 2004 to provide annuities and other insurance products to our clients. Le…
Direct Owners
-
JOHN JOSEPH BRAIS
MANAGING MEMBER owns 75% or more
-
MELISSA GAMBILL CHADWICK
CHIEF COMPLIANCE OFFICER owns less than 5%
Firms Located Nearby
News
Top Holdings
- VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD $10,824k
- Apple Inc $6,024k
- COMCAST CORP $5,248k
- PROGRESSIVE CORP $5,087k
- MICROSOFT CORP $4,920k
- Thermo Fisher Scientific Inc $4,512k
- LAM RESEARCH CORP $4,460k
- UNITEDHEALTH GRP INC $4,169k
- JPMORGAN CHASE & CO $4,146k
- INTEL CORP $3,976k