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Scott D. Horner

CETERA INVESTMENT ADVISERS LLC
PHOENIX, AZ
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CRD#: 2059483
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Professional summary


Scott David Horner, who also goes by Scott David Honrer, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Phoenix, Arizona and CETERA ADVISORS LLC located in Phoenix, Arizona.

Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Scott has worked at 10 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 51, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Scott David Honrer

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.
1.)SCOTT HORNER; AGENT; INSURANCE; START DATE:9/1/2007. 2.)SR CAPITAL CORPORATOIN; DBA. 3.) BOY SCOUTS OF AMERICA TROOP 426; MERIT BADGE INSTRUCTOR; NON PROFIT ORGANIZATION; START DATE: 05/17/2017; 4 HOURS PER MONTH. 4.) FINANCIAL PEACE UNIVERSITY CLASS (DAVE RAMSEY); VOLUNTEER; EDUCATION/TEACHING; START DATE: 07/10/2018; 4 HOURS PER MONTH. 5.) SR CAPITAL COROPORATION; PARTNER; HOLDING COMPANY; START DATE: 11/01/2018; 4 HOURS PER MONTH. 6.) SCOTT D & RENDEL MB HORNER TRUST; TRUSTEE; FUDICIARY POSITION; START DATE10/06/2015; 4 HOURS PER MONTH. 7.) NAME OF OTHER BUSINESS: ST. MARK LUTHERAN CHURCH; ADDRESS: 3030 E. THUNDERBIRD PHOENIX, AZ 85032; NATURE OF BUSINESS: RELIGOUS; START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: ELDER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: VOLUNTEER, LEADERSHIP ACTIVITIES;

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Scott David Horner's CRS (Customer Relationship Summary).
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

November 12, 2020 - Present

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
PHOENIX, AZ
Current

September 8, 2022 - Present

CETERA ADVISORS LLC

BD
CRD#: 10299
Phoenix, AZ
Past

July 2, 2012 - November 12, 2020

FIRST ALLIED ADVISORY SERVICES, INC.

RIA
CRD#: 137888
PHOENIX, AZ
Past

January 15, 2010 - July 2, 2012

FIRST ALLIED SECURITIES, INC.

RIA
CRD#: 32444
Phoenix, AZ
Past

June 13, 2005 - September 8, 2022

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
Phoenix, AZ
Past

February 4, 2000 - June 13, 2005

ROUND HILL SECURITIES, INC.

BD
CRD#: 35223
ALAMO, CA
Past

March 2, 1998 - February 17, 2000

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

January 2, 1998 - March 2, 1998

DAIN RAUSCHER INCORPORATED

BD
CRD#: 7600
Past

July 22, 1996 - January 2, 1998

RAUSCHER PIERCE REFSNES, INC.

BD
CRD#: 6663
DALLAS, TX
Past

March 2, 1992 - August 20, 1996

NORCROSS & COMPANY

BD
CRD#: 28570
PHOENIX, AZ
Past

July 26, 1990 - February 28, 1992

CENPAC SECURITIES CORP.

BD
CRD#: 16089

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Arizona
(11/12/2020)
RR
Arizona
(9/8/2022)
RR
California
(9/8/2022)
RR
Colorado
(9/8/2022)
RR
Florida
(8/1/2025)
RR
Kentucky
(5/19/2023)
RR
Maryland
(2/3/2025)
RR
New Mexico
(9/8/2022)
RR
New York
(9/8/2022)
RR
North Carolina
(3/28/2023)
RR
Oregon
(2/27/2023)
RR
South Dakota
(4/18/2024)
RR
Texas
(9/8/2022)
IAR
Texas
(11/1/2022)
RR
Virginia
(4/22/2024)
RR
Wyoming
(3/12/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/14/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)
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Contact information


Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management


Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
12/13/2024
09/26/2023
11/18/2022

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


CETERA INVESTMENT ADVISERS LLC

CRD#: 105644Phoenix, AZ

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