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Terri Phillips Carlin

VISIONARY HORIZONS, LLC·KNOXVILLE, Tennessee
Clean recordVISIONARY HORIZONS, LLC
620 MABRY HOOD RD, KNOXVILLE, TN 37932CRD# 6788419Firm CRD# 150483

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terri Phillips Carlin · KNOXVILLE, TN
Registration
CRD #6788419 · VISIONARY HORIZONS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Terri Phillips Carlin is a registered financial advisor based in KNOXVILLE, Tennessee, affiliated with VISIONARY HORIZONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VISIONARY HORIZONS, LLC
VISIONARY HORIZONS, LLC
AUM
$253M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at VISIONARY HORIZONS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: % OF PLAN ASSETS
Regulatory
SEC/IARD CRD# 6788419
Firm CRD# 150483
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Terri Phillips Carlin offer?
Terri Phillips Carlin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KNOXVILLE, Tennessee for a consultation.
What are Terri Phillips Carlin's credentials?
Terri Phillips Carlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terri Phillips Carlin located?
Terri Phillips Carlin is based in KNOXVILLE, Tennessee, working with VISIONARY HORIZONS, LLC. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.
How does Terri Phillips Carlin charge for services?
Terri Phillips Carlin's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VISIONARY HORIZONS, LLC?
VISIONARY HORIZONS, LLC has approximately 11 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VISIONARY HORIZONS, LLC

Tyler Jerone Mcmurray
KNOXVILLE, TN
Michael Thomas Simpson
KNOXVILLE, TN
Roger Edward Kiger
KNOXVILLE, TN
Tyler James Morrow
KNOXVILLE, TN

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Nearby cities in Tennessee
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Research
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