// Ask the Experts: Why Should You Have An Insurance Review?// By: Joe McCameron Our expert for the topic today is Jonathan Creech of WCH Casualty. I first met Jonathan in 2013 when I was interviewing for an agent position with WCH Casualty. I’ve been in the insurance business [...]
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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.
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