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RH

Roger E. Horst

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CRD#: 250478
RH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Roger Eugene Horst was a registered financial professional .

Roger is a previously registered financial professional and started their career in finance in 1969. Roger had worked at 5 firms and has passed the Series 65, Series 63, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 30, 2009 - December 26, 2023

HORST, ROGER EUGENE

RIA
CRD#: 149458
BONITA SPRINGS, FL
Past

August 2, 1988 - January 21, 2009

JOHNSTON, LEMON & CO. INCORPORATED

BD
CRD#: 473
WASHINGTON, DC
Past

May 14, 1971 - April 27, 1976

PENNSYLVANIA EQUITIES CORPORATION

BD
CRD#: 371
Past

November 5, 1970 - August 10, 1988

INTERCOASTAL CAPITAL MARKETS, INC.

BD
CRD#: 83
Past

July 25, 1969 - May 14, 1971

GLENWOOD EQUITIES CORPORATION

BD
CRD#: 1000004

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/24/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 1
Date: 7/23/1969
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


HR
HORST, ROGER EUGENE
HORST FINANCIAL SERVICES | ROGER EUGENE HORST/ SOLE PROPRIETOR | ROGER EUGENE HORST | HORSTFINANCIAL SERVICES | HORST, ROGER EUGENE

CRD#: 149458 / SEC#: 801-70196

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Contact information


Main Address
Bonita Springs, FL
Mailing Address
Phone number
(301) 385-0119
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts14
AUM (Assets Under Management)$ 14,300,000

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


HORST, ROGER EUGENE

CRD#: 149458

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