Best Investors Account Sign in
Inactive

Samuel Seymour Merrick

Horizon Financial Services, LLC

Winston Salem, NC

CRD 7975954

Claim This Profile
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:

Current Employers
Horizon Financial Services, Llc

3880 Vest Mill Rd. Suite 100, Winston Salem, NC 27103 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-08-23
  • NC RA
    APPROVED
    Since 2024-08-23

Branch Locations

3880 Vest Mill Rd. Suite 100, Winston Salem, NC 27103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Horizon Financial Services, Llc Winston-Salem NC 08/2024 Present
Summit School Winston-Salem NC 06/2013 06/2024
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-18
  • S65 Uniform Investment Adviser Law Examination
    2024-06-18
Other Names
  • Samuel Seymour Merrick

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES

Nearby Investors

JASON PAUL STERN
RYAN EDWARD BEAUDRY
CARLA WICKLINE THRASHER

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · WINSTON SALEM, NC
LPL FINANCIAL LLC · WINSTON SALEM, NC
EDWARD JONES · WINSTON SALEM, NC

More in Winston Salem, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor