Harold Gatlin (CRD# 3211208) is an Investment Advisor Representative working at Horter Investment Management, LLC in Valparaiso, IN and has over 24 years of experience in the finance industry.
CRD# 4849315
Captrust
CRD# 5046093
Avertrust Wealth LLC
CRD# 1623480
Oneamerica Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Horter Investment Management | Cincinnati, OH | Nov 2018 - Current | 5 |
| Gatlin Financial Services | Valparaiso, IN | Nov 2017 - Current | 6 |
| Hightower Advisors, LLC | Chicago, IL | Nov 2016 - Nov 2018 | 2 |
| Gatlin Cpa Group | Valaparaiso, IN | Jan 1991 - Dec 2016 | 25 |
| Archer Investment Corp. | Indianapolis, IN | Feb 2012 - Nov 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
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Total Assets Under Management214MILLIONS
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Total Number of Accounts3,449ACCOUNTS
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Average Account Value$62,079
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