// Robo Advisors: Whose Hand Are You Shaking? // Author: Taylor Haney I wouldn’t consider myself tech-savvy by any stretch of the imagination, but compared to my fellow advisors, I’d say I have somewhat of an edge. I’ve been fortunate enough to have relationships with three technology solutions in [...]
620 Mabry Hood Road, STE 102
Knoxville, TN 37932
P: (865) 675-8496
F: (865) 675-8499
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) and TD Ameritrade Institutional, a division of TD Ameritrade, Inc. (“TD Ameritrade). Both 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 80 State Street, Albany, NY 12207
Purshe Kaplan Sterling Investments and Visionary Horizons, LLC are not affiliated companies.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
