DV
DV

David Vanhorn

17 Years of Experience
Alpharetta, GA
Broker

David Vanhorn is a registered investment advisor at Wells Fargo Advisors, based in Alpharetta, GA, with 17 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

94 Academy Street, Alpharetta, GA, 30009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

David has ownership stakes in VH Holdings, Inc (real estate holding), Van Horn Group, LLC (Finet Practice), Tony VH, LLC (Finet Practice), and Draper Cove LLC (real estate). His involvement in Van Horn Group and Tony VH each take up more than full-time hours, while his other activities require minimal time.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Wells Fargo Advisors
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
November 2008 - August 2023 · 14 yrs 9 mos
UBS Financial Services INC.Broker
November 2008 - August 2023 · 14 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2008 - November 2008 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2008 - November 2008 · 3 mos
State Registrations32 states
ALAZCACOCTFLGAHIILINMDMIMNMOMSNCNJNMNVNYOHOKORPASCSDTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.