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David Van Horn

Registered Principal at Capital Investment Companies

Intro Book

Seasoned financial professional with 13+ years of experience in wealth management and leadership.

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Location

Hickory, North Carolina, United State...

Skills

Mutual Funds
Wealth Management
Securities
Series 7
Leadership
Financial Planning
Financial Advisory
Financial Goals
Retirement
Customer Service
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So David Van Horn has 13+ years of experience in financial services, which is a good amount of time to build expertise. He has held various roles, including leadership positions, which indicates strong skills in management and supervision. He is also licensed in Series 7, which is a well-respected certification in the industry. Considering his experience, education, and licensing, I would estimate his hourly rate to be around $125. This is slightly below the average rate for a financial professional with similar experience, but it's still a competitive rate considering his strong skills and certifications.

Bio

Generated by

Topline AI

David Van Horn is a seasoned financial professional with 13+ years of experience in wealth management, securities, and leadership. He has held various roles, including Registered Principal, Registered Representative, and Chief Operating Officer, and has supervised other financial advisors. He holds a Bachelor of Arts degree in Computer Information Systems from Lenoir-Rhyne College and is licensed in Series 7. With expertise in mutual funds, wealth management, and customer service, David has helped clients achieve their financial goals and developed and supported systems in his IT roles.

Experience

Capital Investment Companies
- Registered Principal
  - Apr 2011 - Present
  I work with my clients to help them achieve their financial goals. I also supervise other financial advisors and assist them in their business activities.Securities offered through Capital Investment Group, Inc.Member FINRA/SIPC
Synergy Investment Group
- Hickory, NC
- Registered Representative
  - Jan 2004 - Mar 2011
  - Hickory, NC
  Worked with my clients to help them achieve their overall financial goals.
Merrill Lynch
- Charlotte,NC
- Registered Representative
  - Sep 2003 - Dec 2003
  - Charlotte,NC
  Office manager for the Steve Thomas Group
Morgan Stanley
- Huntersville, NC
- Registered Representative
  - Oct 2001 - Aug 2003
  - Huntersville, NC
  Worked with clients to help them achieve their financial goals.
Information Architects
- Charlotte NC
- Chief Operating Officer
  - Aug 1997 - Dec 2000
  - Charlotte NC
  Management and Project Management positions with this Y2K remediation company.
Corning Cable Systems
- IT Profesional
  - Jan 1997 - Aug 1997
  Senior IT Analyst
GE
- IT Professional
  - Dec 1977 - Jan 1997
  Developed and supported systems at the Distribution Transformer Business Department.

Education

1990 - 1993

Lenoir-Rhyne College

1990 - 1993
1974 - 1975

East Burke High School

1974 - 1975

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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David Van Horn

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100 Credits For FREE

$125.0

Hourly Rate