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Marc David Horner

Investment adviser representative at Pure Financial Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$11.1BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. Pure Financial Advisors, LLCApr 2025 to now
  2. Fairhaven Wealth Management, LLCJan 2015 to now
  3. Triad Advisors, Inc.Jan 2015 to Apr 2019

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2001
  • Series 65 · Uniform Investment Adviser Law2004

State registrations

Registered as an investment adviser representative in 2 states (IL, TX).

Pure Financial Advisors, LLC

$11.1BAssets managed
7,509Clients
87Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4332438
Firm CRD
144316
Advisor's SEC record (opens in a new tab)
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