Peter Joseph Vlahakis

Employer firm

Horter Investment Management, LLC CRD 119880

$314M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Horter Investment Management
  Cincinnati, OH
• 04/2003 → Present
  Applied Concept Financial Services
  Las Vegas, NV

Other Businesses

APPLIED CONCEPTS FINANCIAL SERVICES, 10583 SKYE PASEO AVE., LAS VEGAS, NV 89166; INDEPENDENT INSURANCE GENERAL AGENT;INVESTMENT RELATED; OWNER, SALES & MARKETING OF INSURANCE PRODUCTS; APRIL 2001; 90%/MONTH, TIME VARIES, DURING & AFTER MARKET HOURS. 04/2003.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-21
• S63 Uniform Securities Agent State Law Examination
  2013-09-19

Other Names

• Peter Joseph (Jr) Vlahakis