Andrew Allen Horton
Investment adviser representative at 49 Financial
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
4 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
Experience
12 years in the industry.
- Oakwood Capital Securities, Inc.Jul 2024 to now
- 49 FinancialJun 2024 to now
- 49 Wealth Management LLCJul 2022 to now
- Purshe Kaplan Sterling InvestmentsJul 2022 to Jan 2024
- Thrivent Advisor Network dba 49 FinancialJul 2022 to Dec 2022
- American Campus ComminitiesNov 2021 to May 2022
- Rh Home ServicesMay 2021 to Aug 2021
- Uber Technologies Inc.Sep 2019 to Jan 2024
- Texas State UniversityAug 2019 to May 2022
- HK Real Estate Investment CompanyMay 2019 to Aug 2019
- Angelo State UniversityAug 2018 to May 2019
- UnemployedMay 2018 to Aug 2018
- Bridgeport Building CenterApr 2017 to Jun 2017
- Bridgeport High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
49 Financial
Legal name: 49 Wealth Management, LLC
$1.4BAssets managed
3,839Clients
141Advisers
4 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
- 7593952
- Firm CRD
- 319484