Dalton Horton
Investment adviser representative at Kestra Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 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
Experience
12 years in the industry.
- Kestra Advisory Services, LLCApr 2025 to now
- Kestra Investment Services LLCApr 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to Mar 2025
- UnemployedMay 2024 to Aug 2024
- City of ColleyvilleOct 2019 to Apr 2024
- UnemployedJun 2019 to Oct 2019
- University of Louisiana At LafayetteJun 2017 to May 2019
- Texas Christian UniversityJun 2015 to May 2017
- Russell's Carpet OneJan 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 7977573
- Firm CRD
- 283330