Nicholas
Hughes

Visionary Horizons, LLC

CRD#5305004
Investment Advisor
in Chattanooga, TN

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About this Advisor

Nicholas Hughes is a certified financial planner based out of Chattanooga, Tennessee, with a total of 4 years of industry experience. Hughes currently works for Visionary Horizons, LLC. Hughes has gained experience at Lpl Financial LLC, Franklin Wealth Management, LLC, Innovative Advisory Partners, LLC, Visionary Horizons, LLC and Purshe Kaplan Sterling Investments. Hughes maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Tennessee. Visionary Horizons, LLC is a financial advisory business that has its headquarters in Knoxville, TN. The firm has offices in four locations and a total of 10 financial advisors. It oversees $176 million in total assets across its 959 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 959 client accounts, just 9% are associated with high-net-worth clients who have at least $1 million in assets. The advisory firm provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules vary depending on the services offered. Fees billed by Visionary Horizons, LLC most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

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

651 E. 4Th Street Suite 100
Chattanooga, TN 37403

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Visionary Horizons, LLC Brokerage Details

Total Assets Under Management

$176,353,031

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

10

TN Average: 15
Total Number of Accounts

959

TN Average: 968
Average Account Size

$183,893

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

Nicholas Hughes Work History

Nicholas has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Visionary Horizons, LLC

2019 - Present (5 years)

Purshe Kaplan Sterling Investments

2014 - 2019 (5 years)

Innovative Advisory Partners, LLC

2010 - 2019 (9 years)

Lpl Financial LLC

2010 - 2019 (9 years)

Franklin Wealth Management, LLC

*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 Nicholas Hughes 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

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

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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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.

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