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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rick? Claim Your ProfileRick Horton is a financial advisor at Global Retirement Partners LLC. Rick has been in the financial industry for over 30 years and has a wealth of experience in providing financial advice to individuals, families, and businesses. Rick is a Registered Representative and Investment Advisor Representative. Rick holds a Series 65, Series 63, Series 3, Series 7, and Series 8 licenses and is also a Certified Financial Planner. Rick is committed to providing his clients with the highest level of service and expertise. Rick specializes in retirement planning, investment management, and estate planning.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
06/09/2022 - Present
Global Retirement Partners LLC (Scottsdale AZ)
AZ
10/17/2011 - 09/06/2018
PURSHE KAPLAN STERLING INVESTMENTS (SCOTTSDALE AZ)
AZ
07/07/2000 - 10/17/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
NY
05/26/1995 - 07/19/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
04/27/1990 - 06/16/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/27/1985 - 05/16/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1989
Series 3 - National Commodity Futures Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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