Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Horstmann is a financial consultant with Florida Financial Advisors, LLC. Connor is registered as an Investment Advisor Representative in both Florida and North Carolina. Connor's firm, Florida Financial Advisors, LLC has offices in Charlotte, North Carolina and Tampa, Florida. The firm manages over $199 million in assets under management, primarily for individual clients and high net worth individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
2% of net worth or assets for financial planning clients
1
2
NC
08/06/2024 - Present
Florida Financial Advisors, LLC (Charlotte NC)
IA
Issued 07/31/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Connor Horstmann is the right advisor for you? Invested Better is here to help.
