Brian Thomas Babcock
Investment adviser representative at Horizon Wealth Advisors
19 yearsExperience
1 stateRegistered in
$235MFirm assets
11 yearsFirm in business
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Horizon Wealth Advisors, LLCSep 2011 to now
- Purshe Kaplan Sterling InvestmentsSep 2011 to now
- Gulf Coast Financial Network LLCJan 2007 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (FL).
Horizon Wealth Advisors
Legal name: Horizon Wealth Advisors, LLC
$235MAssets managed
582Clients
6Advisers
11 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
- 4344922
- Firm CRD
- 148338