Dwight Pendola

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About Dwight Pendola

Dwight's passion for stock analysis, financial planning, and client services grew from his early background as a personal banker. This experience led him to a career as a financial advisor in his hometown of Sarasota, Florida.

A true native of Sarasota, he graduated from Sarasota High School in 1999. He moved to North Carolina to be closer to his family and graduated from The University of North Carolina at Wilmington in 2004 with a bachelors degree in finance. After graduation, he decided it was time to move home and pursue a career in the financial industry, helping individuals in the southwest region of Florida. He currently serves as an investment advisor representative and portfolio manager at Horizon Wealth Advisors.

Presently, he resides in Sarasota, Florida with his two Labrador retrievers, Abbey and George. Beyond his career, he is passionate about improving his personal health and wellness through yoga, exercise, and meditation. Yoga has become an influential part of his life and he is a Registered Yoga Teacher, RYT-200hr, and teaches several classes a week. In addition, he is a board member and treasurer of the Gulf Coast Italian Cultural Society and supports The Sarasota County Humane Society, Manatee County Humane Society, and Southeastern Guide Dogs, Inc.

See Disclosures

General Information

Firm Start Year

2009

No. of Employees

CRD#

5419103

Firm CRD#

148338

Name of Custodial Firm

Charles Schwab

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66

Insurance and Annuity Licenses

Variable Annuity, Life, Health

Compensation and Fees

Fee Structure

Fee-Based

Fee % Based on Assets

Hourly Rate

Additional Details on Charges

Account Value Client Fee First $1,000,000 1.00% Next $1,000,000 0.75% Next $3,000,000 0.60% Next $5,000,000 0.45% Next $50,000,000 0.35% Over $60,000,000 Negotiable

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

Education

Bachelor of Science - Finance

University of North Carolina at Wilmington

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1881737/paladinregistry-Horizon-Wealth-Advisors-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Horizon Wealth Advisors