Madison
Holbrook
Visionary Horizons, LLC
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About this Advisor
Madison Holbrook is a financial advisor based in Knoxville, Tennessee, working with Visionary Horizons, LLC. Madison has previously held positions at Modern Woodmen Of America, Mwa Financial Services Inc, Greenlee Campground Rv And Marina, Grainger County School System, Walter State Community College, University Of Tennessee, Suntrust, Lpl Financial, Tennessee Valley Asset Management Partners, LLC, Visionary Horizons Wealth Management, LLC, Tennessee Brokerage Agency, and Pks Investments. Madison has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee and Texas. Currently, Madison 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
Services Offered
Fee Structure
Office Location
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Visionary Horizons, LLC Brokerage Details
$252,592,603
11
1,259
$200,630
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Madison Holbrook Work History
Visionary Horizons Wealth Management, LLC
Tennessee Brokerage Agency
Pks Investments
Lpl Financial
Tennessee Valley Asset Management Partners, LLC
University Of Tennessee
Suntrust
Modern Woodmen Of America
Mwa Financial Services Inc
Walter State Community College
Greenlee Campground Rv And Marina
Grainger County School System
Disclosures
Please visit the SEC profile of Madison Holbrook 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
Brentwood, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Somerset, KY
Chattanooga, TN
Knoxville, TN
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