Jesse Loveday
Visionary Horizons Wealth Management
620 Mabry Hood Rd Suite 301
Knoxville, TN 37932
8652541171
About Visionary Horizons Wealth Management
Visionary Horizons, LLC is committed to building a nationally competitive firm by establishing Community Family Offices™ for advisors to bring sophisticated wealth management strategies to local offices. Visionary Horizons' employees and advisors will not only have a fiduciary duty to clients, but also a profound and deep personal responsibility to the long-term wellbeing of the family relationships we serve.
See Disclosures
General Information
Firm Start Year
1925
automated call
Yes
CRD#
6904492
Firm CRD#
6413
Name of Broker/Dealer
LPL
States Licensed in
TN, FL
Years of Experience in Financial Services
14
Number of Years with Current Firm
1
Work Experience
TVAMP-LPL Financial- 7 years 3 months
Work with the following types of clients
Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided
Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Money Management
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CRPC®
Securities Licenses
Series 6, Series 7, Series 63, Series 65
Insurance and Annuity Licenses
HMO, Variable Annuity, Long Term Care, Variable Life, Life, Disability, Annuity, Accident, Casualty, Property, Health
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Based on Assets, Commissions, Flat Fee
Education
Bachelor of Science in Business - Business
University of Tennessee
8/16/2002 -12/4/2011
Disclosures
RothIRA.org provides referrals to financial professionals of LPL Financial, LLC (LPL). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf