Angel Broughton Moorefield
Investment adviser representative at Horizon Financial Services, LLC
10 yearsExperience
1 stateRegistered in
$262.4MFirm assets
8 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 assetsHourlyFixed 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
10 years in the industry.
- Horizon Financial Services, LLCApr 2023 to now
- Short Street KitchenOct 2021 to Mar 2023
- Summit Credit Union With Kristofer EssexAug 2019 to Oct 2021
- Suntrust BankFeb 2018 to Jun 2019
- Michael C. Riley Elementary SchoolAug 2016 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Horizon Financial Services, LLC
$262.4MAssets managed
395Clients
6Advisers
8 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
- 7294990
- Firm CRD
- 158798