Unclaimed Profile

Danielle Learned

HORIZON INVESTMENTS LLC·CHARLOTTE, North Carolina

SIE, Series 6, Series 7, Series 63, Series 65Clean record11 years registeredHORIZON INVESTMENTS LLC

6210 ARDREY KELL ROAD, CHARLOTTE, NC 28277CRD# 5885098Firm CRD# 109552

Profile Verification

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

Identity

Danielle Learned · CHARLOTTE, NC

Registration

CRD #5885098 · HORIZON INVESTMENTS LLC · 11 years registered

Brand Profile

Not yet started

Career History

QUASAR DISTRIBUTORS, LLC

Jan 2019 – present

HORIZON INVESTMENTS LLC

Nov 2018 – present

LPL FINANCIAL LLC

Oct 2016 – Oct 2018

FORT MILL, SC

MSI FINANCIAL SERVICES, INC.

Dec 2014 – Sep 2016

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · December 15, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HORIZON INVESTMENTS LLC

CRD 109552 · SEC 801-57316

AUM

$4.5B

Regulatory assets under management

Employees

3,367 client accounts

Services offered by HORIZON INVESTMENTS LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at HORIZON INVESTMENTS LLC →

Introduction

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Frequently Asked Questions

What services does Danielle Learned offer?

Danielle Learned specializes in Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Danielle Learned's credentials?

Danielle Learned is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Danielle Learned located?

Danielle Learned is based in CHARLOTTE, North Carolina, working with HORIZON INVESTMENTS LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Danielle Learned charge for services?

Danielle Learned's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HORIZON INVESTMENTS LLC?

HORIZON INVESTMENTS LLC has approximately 74 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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