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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Horton is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. based in Spartanburg, South Carolina. Jeffrey has over 30 years of experience in the financial services industry. Prior to joining Cambridge Investment Research Advisors, Inc. Jeffrey was registered with TOWER SQUARE SECURITIES, INC., ROYAL ALLIANCE ASSOCIATES, INC. and WASHINGTON SQUARE SECURITIES, INC. Jeffrey Horton holds Series 6, 7, 63 and 65 licenses. He provides a variety of services to individuals, corporations and institutions. Jeffrey Horton has a long history of providing financial advice and investment management services to clients. Jeffrey Horton's services include financial planning, portfolio management, and investment management. Jeffrey Horton is committed to providing his clients with the highest level of service and expertise.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
SC
09/30/2021 - Present
Cambridge Investment Research Advisors, Inc. (SPARTANBURG SC)
SC
03/16/2000 - 10/11/2011
TOWER SQUARE SECURITIES, INC. (SPARTANBURG SC)
AZ
08/10/1998 - 03/23/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CT
01/24/1997 - 12/31/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
01/21/1988 - 01/23/1997
MIMLIC SALES CORPORATION (ST. PAUL MN)
IA
Issued 06/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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