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Madison Kent Holbrook

Investment adviser representative at Visionary Horizons, LLC
22 yearsYears since first job or exam
2 statesRegistered in
CFP® certificationDesignation
$396.7M

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

Contact this advisor

(865) 675-8496visionaryhorizons.comFirm's SEC record

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

22 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. LPL Financial LLCOct 2024 to now
  2. Visionary Horizons, LLCJan 2023 to now
  3. Tennessee Brokerage AgencyJan 2023 to now
  4. Visionary Horizons Wealth Management, LLCJan 2023 to now
  5. PKS InvestmentsMar 2023 to Oct 2024
  6. LPL FinancialAug 2020 to Jan 2023
  7. Tennessee Valley Asset Management Partners, LLCAug 2020 to Jan 2023
  8. University of TennesseeAug 2019 to Dec 2020
  9. SuntrustMay 2019 to Aug 2020
  10. Walter State Community CollegeAug 2017 to May 2019
  11. Mwa Financial Services IncFeb 2017 to Dec 2018
  12. Modern Woodmen of AmericaJan 2017 to Dec 2018
  13. Greenlee Campground RV and MarinaMar 2013 to May 2019
  14. Grainger County School SystemAug 2004 to May 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 2 states (TN, TX).

Visionary Horizons, LLC

$396.7M
709Clients
16Advisers
12 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure site.

6751880
150483
Advisor's SEC record
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