Katelyn Danielle Price
Investment adviser representative at Horizon Investments LLC
11 yearsExperience
1 stateRegistered in
$8.5BFirm assets
26 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Quasar Distributors, LLCAug 2025 to now
- Horizon Investments LLCJul 2025 to now
- TIAAMay 2023 to Aug 2023
- University of North Carolina At CharlotteAug 2021 to May 2025
- Kindred // Port City ClubJun 2018 to Sep 2023
- Full Time Student (middle/high)Jan 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8142218
- Firm CRD
- 109552