Thomas B. Horton

HORTON FINANCIAL PLANNING LLC

Farmington Hills, MI

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CRD#: 4748704

Professional summary

Thomas Bruce Horton, CFP® is a registered financial advisor currently at HORTON FINANCIAL PLANNING LLC located in Farmington Hills, Michigan.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Thomas has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

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.

UNDER THE SAME BUSINESS NAME (HORTON FINANCIAL PLANNING LLC), I PROVIDE FORENSIC ENGINEERING CONSULTING SERVICES. THIS WORK IS NOT INVESTMENT RELATED, AND IS CONDUCTED ON AN AS-NECESSARY BASIS. THE NUMBER OF HOURS PER MONTH VARIES FROM NONE TO 40.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Bruce Horton'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

February 12, 2010 - Present

HORTON FINANCIAL PLANNING LLC

RIA

CRD#: 130103

Farmington Hills, MI

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

Michigan
(2/12/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

HORTON FINANCIAL PLANNING LLC

HORTON & ASSOCIATES | HORTON, THOMAS, BRUCE | HORTON FINANCIAL PLANNING LLC

CRD#: 130103 / SEC#:

Michigan

Registered Investment Advisory firm - (3/22/2004 Approved)

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Contact information

Main Address

Farmington Hills, MI

Mailing Address

Phone number

(248) 579-6555

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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