Unclaimed Profile

William Lee Horton Jr.

VERIZON INVESTMENT MANAGEMENT CORP.·BASKING RIDGE, New Jersey

Clean recordVERIZON INVESTMENT MANAGEMENT CORP.

ONE VERIZON WAY, BASKING RIDGE, NJ 07920CRD# 5738921Firm CRD# 105804

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Lee Horton Jr. · BASKING RIDGE, NJ

Registration

CRD #5738921 · VERIZON INVESTMENT MANAGEMENT CORP.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Lee Horton Jr. is a registered financial advisor based in BASKING RIDGE, New Jersey, affiliated with VERIZON INVESTMENT MANAGEMENT CORP.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

VERIZON INVESTMENT MANAGEMENT CORP.

AUM

$51.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at VERIZON INVESTMENT MANAGEMENT CORP. →

Services

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Other: EXPENSE REIMBURSEMENT BY CLIENTS.

Regulatory

SEC/IARD CRD# 5738921

Firm CRD# 105804

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Lee Horton Jr. offer?

William Lee Horton Jr. specializes in Retirement Planning, Wealth Management. Contact their office in BASKING RIDGE, New Jersey for a consultation.

What are William Lee Horton Jr.'s credentials?

William Lee Horton Jr. is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Lee Horton Jr. located?

William Lee Horton Jr. is based in BASKING RIDGE, New Jersey, working with VERIZON INVESTMENT MANAGEMENT CORP.. Their office serves clients in the BASKING RIDGE metropolitan area and surrounding communities.

How does William Lee Horton Jr. charge for services?

William Lee Horton Jr.'s firm is compensated through other: expense reimbursement by clients.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERIZON INVESTMENT MANAGEMENT CORP.?

VERIZON INVESTMENT MANAGEMENT CORP. has approximately 14 employees and manages $51.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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