Charles Jesse Loveday
Investment adviser representative at Visionary Horizons, LLC
11 yearsExperience
1 stateRegistered in
$396.7MFirm assets
12 yearsFirm in business
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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
11 years in the industry.
- Visionary Horizons, LLCSep 2024 to now
- LPL Financial, LLCMar 2018 to now
- Tennessee Valley Asset Management Partners, LLCMar 2018 to Sep 2024
- Forester BenefitsOct 2015 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 6904492
- Firm CRD
- 150483