Shelly Horwitz is a registered investment advisor, based in Reston, VA, with 24 years of industry experience.
Location
12020 Sunrise Valley Drive, Suite 100, Reston, VA, 20191
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shelly is involved with the Defined Contribution Institutional Investment Association (DCIIA) as part of the RIA Advisory Council, dedicating minimal time. She is also associated with The 401k Advisor Network, LLC, a management company that handles compensation and benefits, spending minimal time on this activity.
Employment History
Current Registrations
World Investments, LLCBroker
World Investment Advisors, LLC
Previous Registrations
Pensionmark Securities, LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Lockton Investment Advisors, LLC
Lockton Financial Advisors, LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Princor Financial Services CorporationBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.