Rebecca Elisabeth Brown
Investment adviser representative at Visionary Horizons, LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$396.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Visionary Horizons, LLCMay 2026 to now
- Hawkwind Wealth Advisory LLCMay 2026 to now
- Dtrt Wealth, LLCAug 2024 to now
- Tobacco Free Portfolios FoundationJul 2021 to now
- Third Eye Associates, LtdOct 2025 to May 2026
- Stonehaven, LLCAug 2024 to Sep 2025
- Commonwealth Financial NetworkOct 2021 to Sep 2022
- Truth InitiativeJul 2021 to Sep 2025
- Alps Distributors, Inc.Jul 2010 to Jul 2021
- Cramer Rosenthal Mcglynn LLCMay 2005 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (NY).
Visionary Horizons, LLC
$396.7MAssets managed
709Clients
16Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4189062
- Firm CRD
- 150483