Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristopher? Claim Your ProfileKristopher Horton is an investment advisor representative with Charles Schwab & CO., Inc., with over 9 years of experience in the industry. Kristopher holds multiple licenses including the Series 7, 9, 10, 24, 51, 63 and 65. Kristopher has held previous roles at USAA FINANCIAL ADVISORS, INC. and USAA FINANCIAL PLANNING SERVICES INC. Kristopher is currently licensed in 51 states and the District of Columbia. Kristopher specializes in providing financial planning services and is a wrap fee program sponsor.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
05/28/2020 - Present
Charles Schwab & CO., Inc. (Tampa FL)
FL
11/15/2013 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
IA
Issued 01/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/01/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/20/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/14/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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