DL
DL

Danielle Learned

13 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,481 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

6210 Ardrey Kell Road, Ste 300, Charlotte, NC, 28277

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Danielle is the Director of Client Operations at Horizon Investments, overseeing the Horizon One consulting team and driving sales of consulting services and investment products. This activity takes more than full-time, but does not occur during securities trading hours.

Employment History
Current Registrations
Quasar Distributors, LLCBroker
January 2019 - Present · 7 yrs 1 mo
Quasar Distributors, LLC
January 2019 - Present · 7 yrs 1 mo
Horizon Investments LLC
November 2018 - Present · 7 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
October 2016 - October 2018 · 2 yrs
LPL Financial LLC
October 2016 - October 2018 · 2 yrs
Msi Financial Services, INC.
December 2014 - September 2016 · 1 yr 9 mos
Msi Financial Services, INC.Broker
April 2014 - September 2016 · 2 yrs 5 mos
New England SecuritiesBroker
April 2014 - January 2015 · 9 mos
Prudential Annuities Distributors, INCBroker
March 2012 - March 2014 · 2 yrs
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.