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Edwin Bryan Horner

Davidson Investment Advisors, Inc.

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About Edwin Bryan Horner

Edwin Bryan Horner III is a registered investment advisor representative associated with Davidson Investment Advisors, Inc.. Edwin has been working in the financial industry since 1977. Edwin has passed the Series 7, Series 52, Series 53 and Series 63 exams and the Uniform Investment Adviser Law Examination. Prior to joining Davidson Investment Advisors, Inc., Edwin worked for Caprin Asset Management, LLC and Valubond Securities, Inc.. Edwin primarily works with individuals, corporations, and investment companies, providing portfolio management services.

Firm Information

Edwin Horner is currently registered with Davidson Investment Advisors, Inc.. Davidson Investment Advisors, Inc. is a registered investment advisor headquartered in GREAT FALLS, MT. With over $4.8 billion in regulatory assets under management, the firm offers a variety of investment advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They serve a diverse range of clients, including individuals, corporations, charitable organizations, investment companies, and pension and profit sharing plans.
Davidson Investment Advisors, Inc.

8 THIRD STREET NORTH

GREAT FALLS, MT 59401-3104

$4.81B

Assets Under Management

Not reported

Total Clients

12

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Edwin Horner’s Registration & Firm History

VA

03/01/2023 - Present

Davidson Investment Advisors, Inc. (Richmond VA)

GA

08/01/2000 - 08/30/2002

VALUBOND SECURITIES, INC. (ATLANTA GA)

NY

01/02/1997 - 07/06/2000

J.C. BRADFORD & CO. (NEW YORK NY)

VA

10/01/1984 - 01/04/1997

SCOTT & STRINGFELLOW, INC. (RICHMOND VA)

NA

07/21/1977 - 09/19/1984

HORNER, BARKSDALE & CO.

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Licenses & Designations

IA

Issued 05/28/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/27/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/13/1991

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/15/1984

Series 7 - General Securities Representative Examination

BC

Issued 11/18/1978

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edwin Bryan Horner.
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