Horton is registered through Cetera Financial Services, LLC¹. He has nearly 20 years of financial planning experience, specializing in Holistic Financial Planning, including retirement planning, life insurance, long-term care, and portfolio management. Horton holds his Series 7, 65, and 66 securities registrations as well as life and health insurance licenses.
Horton was most recently with the investments team at First Hawaiian Bank, where he helped clients with financial planning needs for 18 years. He is a graduate of the University of Hawaii at West Oahu, and has been a Chartered Retirement Plans Specialist (CRPS) since 2011. Horton is based out of Hawaii State FCU’s Kaneohe Branch and Salt Lake Branch.
1. Hawaii State Investment Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance AgencyLLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither Cetera Investment Services, nor Cetera Investment Advisers are affiliated with the financial institution where investment services are offered. Cetera is under separate ownership from any other named entity. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
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