Tyler D. Fedrick

VISIONARY HORIZONS

KNOXVILLE, TN 37932

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CRD#: 6667082

Professional summary

Tyler Dylan Fedrick, who also goes by Tyler Dylan Fedrick, is a registered financial advisor currently at VISIONARY HORIZONS, LLC located in Knoxville, Tennessee.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Tyler has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tyler Dylan Fedrick

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) Interview Consultant; Not Investment Related; Powell, TN; Help individuals with their interview skills for a fee; Self-Employed; Start Date 01/2024; Approx. 4-10 hours a month with 0 hours during trading hours; When a client reaches out I schedule a 30 minute to 1 hour interview session where I coach them on how to improve on their interview, via mock interviews.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Dylan Fedrick's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 1, 2024 - Present

VISIONARY HORIZONS, LLC

Office #1: 620 Mabry Hood Rd Suite 301, Knoxville, TN 37932

RIA

CRD#: 150483

KNOXVILLE, TN

Past

March 18, 2022 - December 31, 2023

PFS INVESTMENTS INC.

RIA

CRD#: 10111

KNOXVILLE, TN

Past

January 27, 2022 - December 31, 2023

PFS INVESTMENTS INC.

CRD#: 10111

KNOXVILLE, TN

Past

March 17, 2020 - June 16, 2020

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

POWELL, TN

Past

March 12, 2020 - June 16, 2020

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

POWELL, TN

Past

October 8, 2016 - January 7, 2020

PFS INVESTMENTS INC.

CRD#: 10111

KNOXVILLE, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VISIONARY HORIZONS, LLC

CRD#: 150483 / SEC#: 801-79890

RIA

Registered Investment Advisory firm - (6/24/2014 Approved)

Tennessee

Registered Investment Advisory firm - (8/1/2014 Terminated)

Texas

Registered Investment Advisory firm - (7/2/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(4/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/12/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/26/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/8/2016

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 11/21/2016

Investment Company Products/Variable Contracts Principal Examination

Current Firm

VISIONARY HORIZONS, LLC

CRD#: 150483 / SEC#: 801-79890

RIA

Registered Investment Advisory firm - (6/24/2014 Approved)

Tennessee

Registered Investment Advisory firm - (8/1/2014 Terminated)

Texas

Registered Investment Advisory firm - (7/2/2014 Terminated)

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Contact information

Main Address

620 Mabry Hood Rd Suite 301, Knoxville, TN 37932

Mailing Address

Phone number

(865) 675-8496

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV FORM 2A (3/13/2025)

Regulatory assets under management

Total Number of Accounts	3,229
AUM (Assets Under Management)	$ 291,415,668

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Tyler D. Fedrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Dylan Fedrick's CRS (Customer Relationship Summary).

Certified licenses

Experience

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

PFS INVESTMENTS INC.

Primary Firm SEC Registration

VISIONARY HORIZONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/12/2019

Series 63

Date: 10/26/2016

SIE

Date: 10/1/2018

Series 6

Date: 10/8/2016

Series 26

Date: 11/21/2016

Current Firm

VISIONARY HORIZONS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VISIONARY HORIZONS, LLC

TRUST BUT VERIFY

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