Danielle Learned
Investment adviser representative at Horizon Investments LLC
10 yearsExperience
1 stateRegistered in
$8.5BFirm assets
26 yearsFirm in business
Are you Danielle Learned? Claim your profile
Contact this firm
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.
- Portfolio management
Experience
10 years in the industry.
- Quasar Distributors LLCDec 2018 to now
- Horizon Investments LLCOct 2018 to now
- LPL Financial LLCSep 2016 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (NC).
Horizon Investments LLC
$8.5BAssets managed
1,467Clients
27Advisers
26 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
- 5885098
- Firm CRD
- 109552