Robert Vanhorn
Robert Vanhorn is a registered investment advisor at Wells Fargo Advisors, based in Oneonta, NY, with 22 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5520 State Highway 7, Oneonta, NY, 13820
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Other Business Activities
Robert is the trustee of two trusts for the benefit of his son, established in 2022 and 2023. He dedicates minimal time to these investment-related activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.Broker
Edward JonesBroker
A. G. Edwards & Sons, INC.Broker
State Registrations26 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.
Exams
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