Donald Horne (CRD# 2822346) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Warwick, RI and has over 27 years of experience in the finance industry. Donald Horne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | Warwick, RI | Aug 2023 - Current | < 1 |
| Pioneer Financial Group | Warwick, RI | Dec 1999 - Current | 24 |
| Minnesota Life | St. Paul, MN | Dec 1999 - Aug 2023 | 23 |
| Securian Financial Services | St. Paul, MN | Dec 1999 - Aug 2023 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1997 |
- RI
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
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- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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