Advisor at American Elite Advisory
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
American Elite Advisory
Location
The Villages, FL
Credentials
Series 63, Series 65
Industry experience
10 years
Sean Horn is a financial advisor with American Elite Advisory, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior work includes roles at Texas Elite Advisory, Jefferson Asset Management, OneAmerica Securities, Anchor Financial, and American United Life. Outside of his advisory work, he is a mortgage notary closer and owns A.S.H. Enterprises, LLC, which supports his spouse’s skin-care business and related activities. American Elite Advisory provides discretionary portfolio management and supervisory services to individual and high-net-worth investors, employing a fundamental value-oriented investment approach combined with technical and quantitative strategies. The firm offers customized portfolios through separately managed accounts and access to third-party programs, maintaining a multi-office presence with a seven-advisor team.
Based on American Elite Advisory
$0+: 2.00% annually for separately managed accounts by AEA (negotiable) $0+: 1.10% annually of AssetMark program fee (fees per AssetMark schedule, negotiable) $0+: 1.00% annually for American Funds (not negotiable) $0+: Up to 1.50% annually for fee-based fixed index and variable annuity products through Jackson National Life Insurance Company (negotiable)
Fee-only: Management fees as percentage of AUM; no commissions accepted
The Villages, FL
Arkansas · Florida · Missouri · Texas · Virginia
Texas Elite Advisory, LLC
2020 - Present (6 years)
Jefferson Asset Management
2020 - Present (6 years)
OneAmerica Securities
2015 - 2020 (5 years)
Anchor Financial
2015 - 2020 (5 years)
American United Life
2015 - 2020 (5 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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CFP®
The Villages, FL
Richard A. Stebbins CPA CFP CMFC
ChFC®, Series 63
The Villages, FL
Barber & Associates
CFP®, Series 63, Series 65
The Villages, FL
Bill Losey Retirement Solutions, LLC
Series 63, Series 65
Oxford, FL
Dushane Management, Inc.
Series 65
The Villages, FL
Zenith Advisory Group, LLC
CFP®, Series 66
Oxford, FL
Capstonewealth
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