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John Raymond Horn

Advisor at Bighorn Financial — Springville, CA

Updated today

Credentials

Series 66

Experience

13 years

Location

Springville, CA

Bighorn Financial logo

Bighorn Financial

Independent

Total advisors

1

Clients per advisor

32 High

Avg AUM per client

$788,625 High

HNW client ratio

66% Very High

About

John Horn is a financial advisor at Bighorn Financial, Inc. with 13 years of industry experience. He holds the Series 66 designation and previously worked at Park Ave Securities and Guardian. Outside of his advisory role, he serves as fund manager for a limited partnership investing in a biotech company and is involved in a marketing partnership focused on legal professionals. Bighorn Financial, Inc. provides asset management, retirement plan consulting, and private fund management to individuals, trusts, corporations, and pension plans. The firm constructs tailored portfolios of public and private securities and manages all assets on a non-discretionary basis. It also manages a private pooled investment vehicle and offers ERISA-related retirement plan consulting.

Client services

Based on Bighorn Financial

Portfolio management Pension consulting

Expertise

Based on Bighorn Financial

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

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Fee options

Percentage

$0 - $100,000: 1.00% $100,000.01 - $250,000: 0.90% $250,000.01 - $500,000: 0.80% $500,000.01 - $750,000: 0.70% $750,000.01 - $1,000,000: 0.60% $1,000,000.01+: 0.50%

Performance-based

Performance-based fees are charged as a general partner of Bighorn Financial EPM Fund, LP, a private investment fund managed by the firm.

Other

Account minimum: $100,000

Location

Springville, CA

Springville CA

Advisors at this office

1

Most active in

California

Work history

13 years of industry experience

Bighorn Financial, Inc.

2019 - Present • 7 years

Springville, CA

Park Ave Secruities

2015 - 2019 • 4 years

Beverly Hills, CA

Guardian

2015 - 2019 • 4 years

Beverly Hills, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Mark N

Series 63, Series 65

Porterville, CA

Mutual Advisors, LLC

Mark Nanamura is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Mutual Advisors and Mutual Securities since 2013 and has also worked with Massachusetts Mutual Life Insurance Company since 1990. Outside of advising, he serves as president of the Central Valley Officials Association and operates a basketball assigning business. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans using a range of investment strategies, combining passive and active management with various analytical approaches tailored to client objectives.

Annuities Options & derivatives strategies
user avatar

Patrick N

Series 63, Series 65

Portervile, CA

Mutual Advisors, LLC

Patrick Nanamura is a financial advisor at Mutual Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Rural Ag Insurance Services, LLC. Outside of his advisory role, he serves as a varsity baseball coach for the Porterville Unified School District and works as a sports official during the fall and winter months. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering asset management, financial consulting, ERISA plan advisory, and other services. Its investment approach combines passive and active strategies tailored to client objectives.

Annuities Options & derivatives strategies
user avatar

Evan D

Series 66

Porterville, CA

Private Advisor Group, LLC

Evan Dockter is a Series 66 licensed advisor with Private Advisor Group, LLC, based in Porterville, CA. He has one year of industry experience and previously worked at LPL Financial LLC and operated his own business, Dockter Media Inc. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a wide network of investment adviser representatives. The firm provides access to multiple advisory programs and third-party asset managers, supporting a variety of investment approaches and client preferences.

Retired Founder/Business Owner
user avatar

Mark S

Series 63

Porterville, CA

Private Advisor Group, LLC

Mark Shoemaker is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 32 years of industry experience. His career includes roles at LPL Financial LLC, Mariner Independent Advisor Network, and First Allied Advisory Services. Outside of advisory work, he serves as president of Friends of Silverlake, LLC, a non-investment-related board position. Private Advisor Group serves a wide range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers, turnkey platforms, and firm-managed model portfolios supported by major strategists and technologies.

Retired Founder/Business Owner
user avatar

Rory B

Series 66

Porterville, CA

LPL Financial

Rory Betry is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2023, he worked for Homegrown Organic Farms for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
user avatar

John H

Porterville, CA

Ameriprise

John Hardin is a financial advisor with Ameriprise in Porterville, CA, holding 36 years of industry experience. He has been associated with Ameriprise Financial Service, LLC since 1989 and worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is co-owner of a local beauty salon, Serenity Salon & Gifts. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations primarily for clients with Ameriprise-managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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