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Carolyn Marie Horadan

South Cove Financial, LLC

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About Carolyn Marie Horadan

Carolyn Horadan is an investment advisor representative at South Cove Financial, LLC, an investment advisory firm located in Henderson, NV. Carolyn has been working in the financial industry since 2001 and has experience in providing investment advice to both high-net-worth individuals and individuals other than high-net-worth. Carolyn is registered with the state of Nevada and Washington.

Firm Information

Carolyn Horadan is currently registered with South Cove Financial, LLC. South Cove Financial, LLC is an investment advisor with $130,000,000 in regulatory assets under management. The firm provides financial planning and portfolio management for individuals and high-net-worth individuals. They have 3 investment adviser representatives and 456 accounts.

$130.00M

Assets Under Management

250

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carolyn Horadan’s Registration & Firm History

NV

08/10/2016 - Present

South Cove Financial, LLC (HENDERSON NV)

NY

01/24/2001 - 01/29/2002

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/08/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/27/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/23/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carolyn Marie Horadan.
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