Joseph
Ellis
Visionary Horizons, LLC
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About this Advisor
Joseph Ellis is a financial advisor who works out of Somerset, Kentucky with 9 years of industry experience. Ellis is an employee of Visionary Horizons, LLC. Throughout their career, they have worked at Future Assurance, Inc, Walmart, Visionary Horizons, LLC and Merit National Fund Advisors, LLC. Ellis has a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Kentucky. Visionary Horizons, LLC is a registered investment firm that has its headquarters in Knoxville, TN. It has offices in four locations and a total of 10 people on staff. It has $176 million in assets across its 959 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 959 accounts, just 9% belong to high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees billed by Visionary Horizons, LLC may include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Visionary Horizons, LLC Brokerage Details
$176,353,031
10
959
$183,893
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Joseph Ellis Work History
Joseph has been registered as a financial advisor for 9 years.*
Visionary Horizons, LLC
Future Assurance, Inc
Merit National Fund Advisors, LLC
Walmart
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Ellis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Visionary Horizons, LLC
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Brentwood, TN
Somerset, KY
Chattanooga, TN
Knoxville, TN
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