Joseph M Perkins

Employer firm

Horizon Financial Services, LLC CRD 158798

$262M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• 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

• 05/2014 → 11/2016
  Northwestern Mutual Life Insurance
  Milwaukee, WI
• 06/2014 → 11/2016
  Northwestern Mutual Investment Services Llc
  Winston Salem, NC
• 05/2017 → Present
  Horizon Financial Services, Llc
  Winston-Salem, NC
• 04/2017 → Present
  New Horizon Financial Services, Inc.
  Winston-Salem, NC
• 11/2016 → 04/2017
  Unemployed
  Kernersville, NC

Other Businesses

NEW HORIZON FINANCIAL SERVICES, INC. INVESTMENT RELATED. ADDRESS: 3880 VEST MILL RD, SUITE 100, WINSTON SALEM, NC 27103. NATURE OF BUSINESS: INSURANCE PRODUCTS AND SALES, TITLE: INSURANCE AGENT; START DATE: 04/2017; 20 HOURS A WEEK, 10 HOURS DURING TRADING HOURS. INSURANCE SALES AND SERVICES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-08
• S63 Uniform Securities Agent State Law Examination
  2015-03-21

Other Names

• Joseph Michael Perkins