Horizons Financial Group, a hybrid advisory firm managing $375 million in assets in Birmingham, Ala., has switched its broker-dealer and corporate registered investment adviser platforms from Triad Advisors to LPL Financial.
The firm was founded in 2006 by James Nix Jr. and Michael Mashburn Sr. The team includes James Carter and operations officer Andrew Dean.
The senior members of the firm’s leadership team have known each other since 1986, when they all worked in the investment division of Central Bank of the South.
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When Social Security started, the life expectancy for someone collecting was six to eight years, but now we're pushing past 20 years, says advisor.
The 25-year veteran of the industry brings his experience from Raymond James, Invesco and Barclays to the Las Vegas, Nevada-based firm.
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“The numbers are wrong," says broker, who made $1.5 million after guiding clients to invest in friend’s firm, according to the Bureau of Securities.
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