linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James Anderson Horn

Capital Investment Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Anderson Horn

James Anderson Horn is an investment advisor representative with Capital Investment Advisors, LLC. James holds the Series 66, Series 7TO, and SIE licenses. James has been in the industry since October 2014. James has previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, Northwestern Mutual Investment Services, LLC, and Fisher Investments. James is registered with the state of Florida. James specializes in portfolio management for individuals, financial planning, and pension consulting.

Firm Information

James Horn is currently registered with Capital Investment Advisors, LLC. Capital Investment Advisors, LLC is a Registered Investment Advisor (RIA) based in Atlanta, GA. They provide financial planning and portfolio management services to both individuals and businesses. The firm has over 12,390 clients and manages over $5.26 billion in assets. Their advisory services include portfolio management for individuals, pension consulting, and selection of other advisors. The firm caters primarily to individuals, particularly high-net-worth individuals.
Capital Investment Advisors, LLC

10 GLENLAKE PARKWAY

ATLANTA, GA 30328

$5.26B

Assets Under Management

Not reported

Total Clients

36

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

check

other

Percentage of plan assets

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Horn’s Registration & Firm History

FL

12/26/2023 - Present

Capital Investment Advisors, LLC (Tampa FL)

FL

04/28/2020 - 08/23/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)

FL

10/16/2019 - 12/23/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TAMPA FL)

Not sure if James Anderson Horn is right for you?

Licenses & Designations

BOTH

Issued 01/26/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/16/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/08/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Anderson Horn.
Not sure if James Anderson Horn is right for you?