Unclaimed Profile

Joshua Samuel Bartholomew

HORIZON INVESTMENTS LLC·CHARLOTTE, North Carolina

SIE, Series 6, Series 63, Series 65Clean record19 years registeredHORIZON INVESTMENTS LLC

6210 ARDREY KELL ROAD, CHARLOTTE, NC 28277CRD# 5365788Firm CRD# 109552

Profile Verification

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

Identity

Joshua Samuel Bartholomew · CHARLOTTE, NC

Registration

CRD #5365788 · HORIZON INVESTMENTS LLC · 19 years registered

Brand Profile

Not yet started

Career History

KESTRA ADVISORY SERVICES, LLC

Aug 2023 – present

KESTRA INVESTMENT SERVICES, LLC

Aug 2023 – present

HORIZON INVESTMENTS LLC

Jun 2007 – Sep 2023

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · June 18, 2007

Years registered · 19

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 Joshua Samuel Bartholomew offer?

Joshua Samuel Bartholomew specializes in Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Joshua Samuel Bartholomew's credentials?

Joshua Samuel Bartholomew is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua Samuel Bartholomew located?

Joshua Samuel Bartholomew 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 Joshua Samuel Bartholomew charge for services?

Joshua Samuel Bartholomew'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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