CB
Charles Brian Carlson
CRD 4380765
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Horizon Investment Services, Llc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Horizon Investment Services, Llc.
Chief Executive Officer · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗