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Rebecca Jo McElroy

Investment Adviser Representative at HORIZON WEALTH ADVISORS

Houston, TXCRD #6613571Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Rebecca Jo Mcelroy has worked in the securities industry since 2016.

Registrations & licenses

Registration type
Investment Adviser Rep

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Asset tierAnnual rate
First $500,0001.25%
Next $500,0001.00%
Next $2,000,0000.75%
Assets over $3,000,0000.50%
Assets over $5,000,0000.35%
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Horizon Wealth Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

HORIZON WEALTH ADVISORSCurrent
2/29/2016Houston, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at HORIZON WEALTH ADVISORS

7 other advisors in the directory

View HORIZON WEALTH ADVISORS firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rebecca Jo McElroy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Rebecca Jo McElroy - Financial Advisor in Houston, TX | AdvisorFinder