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Melissa Gambill Day

HORIZON FINANCIAL SERVICES, LLC·WINSTON SALEM, North Carolina
Series 7, Series 63, Series 65Clean record11 years registeredHORIZON FINANCIAL SERVICES, LLC
3880 VEST MILL RD., WINSTON SALEM, NC 27103CRD# 4526765Firm CRD# 158798

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Melissa Gambill Day · WINSTON SALEM, NC
Registration
CRD #4526765 · HORIZON FINANCIAL SERVICES, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

Jun 2023present
Jan 2015Apr 2023
WINSTON SALEM, NC
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · January 16, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HORIZON FINANCIAL SERVICES, LLC
CRD 158798 · SEC 801-113778
AUM
$178M
Regulatory assets under management
Employees
8
1,073 client accounts
Services offered by HORIZON FINANCIAL SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Melissa Gambill Day offer?
Melissa Gambill Day specializes in Financial Planning, Investment Management. Contact their office in WINSTON SALEM, North Carolina for a consultation.
What are Melissa Gambill Day's credentials?
Melissa Gambill Day is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Gambill Day located?
Melissa Gambill Day is based in WINSTON SALEM, North Carolina, working with HORIZON FINANCIAL SERVICES, LLC. Their office serves clients in the WINSTON SALEM metropolitan area and surrounding communities.
How does Melissa Gambill Day charge for services?
Melissa Gambill Day's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HORIZON FINANCIAL SERVICES, LLC?
HORIZON FINANCIAL SERVICES, LLC has approximately 8 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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