Joseph
Mccameron

Visionary Horizons, LLC

CRD#5983595
Investment Advisor
in Knoxville, TN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joseph Mccameron is a financial advisor based in Knoxville, Tennessee, working with Visionary Horizons, LLC. Joseph has previously held positions at Pfs Investments Inc, Primerica Financial Services, Wch Casualty Insurance, Purshe Kaplan Sterling Investments, Visionary Horizons, Visionary Horizons, LLC, and Farmers Insurance Agency. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, Joseph is part of Visionary Horizons, LLC, which operates out of Knoxville, Tennessee. The firm has 5 offices and 11 employees. The firm manages assets totaling $252.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Visionary Horizons, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

620 Mabry Hood Rd Suite 102
Knoxville, TN 37932

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Visionary Horizons, LLC Brokerage Details

Total Assets Under Management

$252,592,603

TN Average: $730,596,643
Total Number of Employees

11

TN Average: 15
Total Number of Accounts

1,259

TN Average: 968
Average Account Size

$200,630

TN Average: $754,749

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 Mccameron Work History

2021 - Present (3 years)

Farmers Insurance Agency

2018 - Present (6 years)

Visionary Horizons, LLC

2016 - 2016 (< 1 year)

Purshe Kaplan Sterling Investments

2016 - 2016 (< 1 year)

Visionary Horizons

2014 - 2015 (1 year)

Pfs Investments Inc

2014 - 2015 (1 year)

Primerica Financial Services

2014 - 2021 (7 years)

Wch Casualty Insurance

Disclosures

Please visit the SEC profile of Joseph Mccameron 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

Joseph Mccameron
Knoxville, TN
Jeremy Long
Brentwood, TN
Tyler Morrow
Knoxville, TN
Michael Simpson
Knoxville, TN
Charles Hurst
Knoxville, TN
David Worley
Somerset, KY
Nicholas Hughes
Chattanooga, TN
Michael Meilleur
Knoxville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started