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Scott Evan Ladner

HORIZON INVESTMENTS LLC·CHARLOTTE, North Carolina
Series 3, Series 7, Series 55, Series 63, Series 65Clean record14 years registeredHORIZON INVESTMENTS LLC
6210 ARDREY KELL ROAD, CHARLOTTE, NC 28277CRD# 3247453Firm CRD# 109552

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Evan Ladner · CHARLOTTE, NC
Registration
CRD #3247453 · HORIZON INVESTMENTS LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

Jan 2012present
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 55
Series 63
Series 65
Registration record
First registered · January 1, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HORIZON INVESTMENTS LLC
CRD 109552 · SEC 801-57316
AUM
$4.5B
Regulatory assets under management
Employees
74
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
Introduction

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05

Frequently Asked Questions

What services does Scott Evan Ladner offer?
Scott Evan Ladner specializes in Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Scott Evan Ladner's credentials?
Scott Evan Ladner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Evan Ladner located?
Scott Evan Ladner 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 Scott Evan Ladner charge for services?
Scott Evan Ladner'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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