By

Taylor Haney
//What does “Community Family Office” mean?// Author: Roger Kiger Word on the street is that large brokerage firms and banks are now moving accounts less than $100,000 to a call center and not allowing local advisors to handle them.  Does it make sense that investors and savers who are just starting their professional careers cannot...
Read More
// Conviction, the Precursor to Success // Author: Taylor Haney Photo Credit: Craig Garner via Unsplash   I’m a big believer in self-fulfilled prophecy. Our expectations often drive our behavior. I had an intern complete a 4-week program with me. He asked me a lot of questions. Although he never came right out and asked,...
Read More
1 6 7 8

Disclosure

  • Visionary Horizons, LLC is a SEC Registered Investment Advisor located in Knoxville, Tennessee. Clients establish fee based accounts with a third party custodian, such as Charles Schwab & Co., Inc. (Schwab), TD Ameritrade Institutional, a division of TD Ameritrade, Inc. ("TD Ameritrade) or MTG, LLC dba Betterment Securities ("Betterment Securities"). All three firms are independent and unaffiliated SEC-registered broker-dealers and members of the Financial Industry Regulatory Authority ("FINRA") and the Securities Investor Protection Corporation ("SIPC"). These firms offer us services which include custody of securities, trade execution, clearance, and settlement of transactions.
  • Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
Broker Check   ›   brokercheck.finra.org