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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 Securities

2015 - 2019 • 4 years

Beverly Hills, CA

Guardian

2015 - 2019 • 4 years

Beverly Hills, CA

Ameriprise

2013 - 2015 • 2 years

Woodland 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

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Mark N

Series 63, Series 65

Porterville, CA

Mutual Advisors, LLC

Mark Nanamura is a financial advisor at Mutual Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Mutual Advisors and Mutual Securities since 2013. Prior to that, he has been associated with Massachusetts Mutual Life Insurance Company since 1990. Outside of his advisory role, Nanamura is involved in local community activities, including serving as president of the Central Valley Officials Association and acting as a basketball assignor. Mutual Advisors, LLC serves a broad client base comprising individual investors, trusts and estates, retirement plans, qualified purchasers, and institutional investors. The firm employs a mix of active and passive investment strategies tailored to client objectives and manages approximately $9.45 billion across 154 advisors, with notable expertise in institutional and sovereign wealth fund clients.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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Patrick N

Series 63, Series 65

Portervile, CA

Mutual Advisors, LLC

Patrick Nanamura is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 registrations and six years of industry experience. His prior work includes six years at Rural Ag Insurance Services, LLC. Outside of advising, Nanamura serves as a varsity baseball coach for Porterville Unified School District. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers a range of advisory services and employs both active and passive investment strategies, emphasizing diversification and alignment with client objectives.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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Evan D

Series 66

Porterville, CA

Private Advisor Group, LLC

Evan Dockter is a financial advisor with Private Advisor Group, LLC holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Private Advisor Group, he worked at LPL Financial LLC and operated Dockter Media Inc. He has experience as a self-employed professional dating back to 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including its proprietary WealthSuite platform. The firm employs a fiduciary-based advisory model that incorporates multiple investment strategies and utilizes technology platforms to implement advice through third-party managers and TAMPs.

Annuities Founder/Business Owner
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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 bringing 33 years of industry experience. His prior roles include positions at LPL Financial LLC, Mariner Independent Advisor Network, and First Allied Advisory Services. He serves as president of Friends of Silverlake, LLC, a community organization. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a variety of investment strategies and technology platforms, and provides access to proprietary and third-party managed account solutions.

Annuities Founder/Business Owner
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Rory B

Series 66

Porterville, CA

LPL Financial

Rory Betry is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he worked for ten years at Homegrown Organic Farms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, and supports its advisors with proprietary research and technological tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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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