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Bryan J. Ellis

HORIZON INVESTMENT COUNSEL LLC
Marietta, GA 30068
Some features on this profile are disabled
CRD#: 1524211
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Professional summary


Bryan John Ellis, who also goes by Bryan J Ellis, is a registered financial advisor currently at HORIZON INVESTMENT COUNSEL LLC located in Marietta, Georgia.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Bryan has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Bryan J Ellis

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
FARMERS INSURANCE BRYAN J ELLIS AGENCY, AGENT, 01/2013, 40, 1 AND PROVIDE LIFE, PROPERTY/CASUALTY INSURANCE PRODUCTS TO CLIENTS

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Bryan John Ellis's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 5, 2018 - Present

HORIZON INVESTMENT COUNSEL LLC

Office #1: 4799 Olde Towne Pkwy Suite 102, Marietta, GA 30068
RIA
CRD#: 284794
Marietta, GA
Past

September 21, 2016 - December 31, 2017

HORIZON INVESTMENT COUNSEL LLC

RIA
CRD#: 284794
MARIETTA, GA
Past

August 7, 2014 - December 31, 2014

HORIZON INVESTMENT COUNSEL, LLC

RIA
CRD#: 172385
MARIETTA, GA
Past

January 20, 2006 - December 31, 2010

ELLIS INVESTMENT COUNSEL, INC.

RIA
CRD#: 125934
MARIETTA, GA
Past

July 8, 2004 - December 31, 2005

ELLIS INVESTMENT COUNSEL, INC.

RIA
CRD#: 125934
MARIETTA, GA
Past

February 18, 2004 - May 5, 2004

ASTROP ADVISORY CORPORATION

RIA
CRD#: 106738
ATLANTA, GA
Past

October 7, 2003 - February 18, 2004

ELLIS INVESTMENT COUNSEL, INC.

RIA
CRD#: 125934
MARIETTA, GA
Past

May 2, 1989 - May 1, 1990

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

April 24, 1987 - March 2, 1989

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
Past

March 4, 1987 - December 21, 1987

NEW ENGLAND SECURITIES

BD
CRD#: 615

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(2/5/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/4/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


HI
HORIZON INVESTMENT COUNSEL LLC
1ST GEORGIA GROUP LLC. | HORIZON INVESTMENT COUNSEL LLC

CRD#: 284794 / SEC#:

Georgia
Registered Investment Advisory firm - (2/5/2018 Approved)
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Contact information


Main Address
Marietta, GA
Mailing Address
Phone number
(678) 761-2525
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts29
AUM (Assets Under Management)$ 5,600,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HORIZON INVESTMENT COUNSEL LLC

CRD#: 284794Marietta, GA 30068

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