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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Horner is an investment advisor representative with Atlantis Wealth Advisors LLC. Richard has over 30 years of experience in the financial services industry, with a focus on financial planning and portfolio management. He has a broad range of experience serving individuals, high-net-worth individuals, businesses, corporations, trusts, charitable organizations, and pension and profit-sharing plans. Richard is dedicated to providing personalized financial advice and helping clients achieve their financial goals. He has a deep understanding of the investment markets and can provide valuable insights into managing risk and building wealth. Richard is registered to provide investment advice in Indiana and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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IN
04/11/2024 - Present
Atlantis Wealth Advisors LLC (ELKHART IN)
IN
08/21/2015 - 05/05/2017
PURSHE KAPLAN STERLING INVESTMENTS (Elkhart IN)
IN
11/28/2006 - 08/21/2015
NEXT FINANCIAL GROUP, INC. (ELKHART IN)
IN
02/04/1992 - 11/27/2006
TRANSAMERICA FINANCIAL ADVISORS, INC. (ELKHART IN)
BOTH
Issued 10/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 05/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1993
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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