David Van Horn
CRD Number: 4483117Current Firm: Sollinda Capital Management LLC
Compensation Model: Both
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sollinda Capital Management LLC | Miami, FL | Dec 2023 - Current | < 1 |
| Capital Investment Group, Inc. | Raleigh, NC | Apr 2011 - Current | 13 |
| Cic Advisers, LLC | Raleigh, NC | Apr 2011 - Dec 2023 | 12 |
| Charter Financial Group, LLC | Hickory, NC | Apr 2011 - Dec 2023 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2002 |
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Total Assets Under Management917MILLIONS
-
Total Number of Accounts1,159ACCOUNTS
-
Average Account Value$791,029
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, GA, NC
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