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Allan Wesley Horner

CRITERION CAPITAL ADVISORS LLC·NASHVILLE, Tennessee
Unclaimed Profile
4515 HARDING PIKE, NASHVILLE, TN 37205CRD# 4011839Firm CRD# 295954
01

About

Allan Wesley Horner is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with CRITERION CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CRITERION CAPITAL ADVISORS LLC
CRITERION CAPITAL ADVISORS LLC
AUM
$461M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4011839
Firm CRD# 295954
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Allan Wesley Horner offer?
Allan Wesley Horner specializes in Financial Planning, Investment Management. Contact their office in NASHVILLE, Tennessee for a consultation.
What are Allan Wesley Horner's credentials?
Allan Wesley Horner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allan Wesley Horner located?
Allan Wesley Horner is based in NASHVILLE, Tennessee, working with CRITERION CAPITAL ADVISORS LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does Allan Wesley Horner charge for services?
Allan Wesley Horner'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 CRITERION CAPITAL ADVISORS LLC?
CRITERION CAPITAL ADVISORS LLC has approximately 6 employees and manages $461M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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