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Tyler James Morrow

VISIONARY HORIZONS, LLC·KNOXVILLE, Tennessee
SIE, Series 7, Series 66CFPClean record7 years registeredVISIONARY HORIZONS, LLC
620 MABRY HOOD RD, KNOXVILLE, TN 37932CRD# 6418560Firm CRD# 150483

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tyler James Morrow · KNOXVILLE, TN
Registration
CRD #6418560 · VISIONARY HORIZONS, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

VISIONARY HORIZONS, LLC
Aug 2018 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · August 24, 2018
Years registered · 7
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VISIONARY HORIZONS, LLC
CRD 150483 · SEC 801-79890
AUM
$253M
Regulatory assets under management
Employees
11
1,259 client accounts
Services offered by VISIONARY HORIZONS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VISIONARY HORIZONS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Tyler James Morrow offer?
Tyler James Morrow specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KNOXVILLE, Tennessee for a consultation.
What are Tyler James Morrow's credentials?
Tyler James Morrow holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Tyler James Morrow located?
Tyler James Morrow is based in KNOXVILLE, Tennessee, working with VISIONARY HORIZONS, LLC. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.
How does Tyler James Morrow charge for services?
Tyler James Morrow'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

Michael Thomas Simpson
KNOXVILLE, TN
CFP
Roger Edward Kiger
KNOXVILLE, TN
CFP

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