Horter Investment Management, LLC
Horter Investment Management, LLC (CRD# 119880) is a financial advisory firm headquartered in Cincinnati, OH. They manage $214,109,003 in 3,449 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management214MILLION
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Total Number of Accounts3,449ACCOUNTS
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Average Account Value$62,079
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Stephen Lamb (CRD# 5938659) is an Investment Advisor Representative working at Horter Investment Management, LLC in Davidson, NC and has over 13 years of experience in the finance industry.
Julie Lesicki (CRD# 4889735) is an Investment Advisor Representative working at Horter Investment Management, LLC in Cincinnati, OH and has over 19 years of experience in the finance industry.
Michael Lightfield (CRD# 2931307) is an Investment Advisor Representative working at Horter Investment Management, LLC in Elkridge, MD and has over 26 years of experience in the finance industry.
Diane Marra (CRD# 1045423) is an Investment Advisor Representative working with Horter Investment Management, LLC.
A Registered Financial Consultant, Author and founder of Marra Financial Group, Diane is committed to empowering her clients with the knowledge necessary to make more informed decisions about their financial well being. One of the major advantages Diane offers her clients is her vast knowledge of retirement issues that she has gained with her 38 years of experience in the financial services industry.
Ronnie Mejia (CRD# 6633275) is an Investment Advisor Representative working at Horter Investment Management, LLC in Yorba Linda, CA and has over 8 years of experience in the finance industry.
Glenn W. Mosseller, RFC® is Founder and President of Roadmap Financial Consulting, LLC located in Greensboro, NC. Glenn works with retirees and pre-retirees to develop individualized retirement plans designed to reduce the risks of future taxation, market volatility and the cost of long term care.
Glenn is a Certified Financial Education Instructor and often teaches retirement courses in cooperation with Colleges and Universities in the Greensboro Area. Glenn also regularly teaches financial workshops at the Greensboro Public Library.
Glenn is a member of the Million Dollar Round Table, considered the standard of excellence in the financial services industry. Glenn is also a member of Ed Slott's Elite IRA Advisor Group. The Elite IRA Advisor Group is an exclusive group of financial advisors who are dedicated to understanding IRA taxation issues with the goal of helping clients to minimize taxation on their retirement plans. Ed Slott’s team tracks the latest IRA rulings and tax law changes, and alerts the Elite IRA Advisor Group to recent changes.
Roadmap Financial Consulting, LLC is an accredited member of the Better Business Bureau.
Glenn is also an Investment Advisor Representative with Horter Investment Management, LLC, a Registered Investment Advisor based in Cincinnati, OH. Glenn is a licensed insurance agent in North Carolina and securities registered and subject to SEC oversight.
Herbert Perlin (CRD# 1077507) is an Investment Advisor Representative working at Horter Investment Management, LLC in Cincinnati, OH and has over 41 years of experience in the finance industry.
Diane Snyder (CRD# 6141487) is an Investment Advisor Representative working at Horter Investment Management, LLC in Cincinnati, OH and has over 11 years of experience in the finance industry.
Lawrence Tidmore (CRD# 4015036) is an Investment Advisor Representative working at Horter Investment Management, LLC in Solon, OH and has 1 year of experience in the finance industry.
Peter Vlahakis (CRD# 1860667) is an Investment Advisor Representative working at Horter Investment Management, LLC in Cincinnati, OH and has over 10 years of experience in the finance industry.