Madison K. Holbrook
VISIONARY HORIZONS
KNOXVILLE, TN 37932
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CRD#: 6751880
Professional summary
Madison Kent Holbrook, CFP® is a registered financial advisor currently at VISIONARY HORIZONS, LLC located in Knoxville, Tennessee and LPL FINANCIAL LLC located in Knoxville, Tennessee.
Madison is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Madison has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. 10/07/2024- Visionary Horizon- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 10/07/2024 2. 09/03/2024- HMD Realty Partners- Real Estate Rental- TN 37919- Inv Rel- Start Date 07/01/2024 3. 09/03/2024-Madison Holbrook- Non-Variable Insurance- TN 37932- Inv Rel- 5 hrs per mnth- 1 hr during trading- Start Date 01/05/2023 4. 10/28/2024 - Visionary Horizon Wealth Management Group - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/01/2023 - 160 Hours Per Month/ 120 Hours During Trading 5. 10/28/2024 - Visionary Horizons, Inc - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/07/2024 - 120 Hours Per Month/ 120 Hours During Trading - I provide investment advisory services through Visionary Horizons, Inc, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 10/28/2024 - Visionary Horizons Wealth Management LLC - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/05/2023 - 140 Hours Per Month/ 7 Hours During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Madison Kent Holbrook's 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®
CFP®
Start date: 2022
Experience
Current
January 5, 2023 - Present
VISIONARY HORIZONS, LLC
Office #1: 620 Mabry Hood Rd Suite 301, Knoxville, TN 37932RIA
CRD#: 150483
KNOXVILLE, TN
Current
October 22, 2024 - Present
LPL FINANCIAL LLC
Office #1: 620 Mabry Hood Rd Ste 301, Knoxville, TN 37932RIA
BD
CRD#: 6413
KNOXVILLE, TN
Past
March 22, 2023 - October 22, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
KNOXVILLE, TN
Past
March 2, 2021 - December 21, 2022
TVAMP, LLC
RIA
CRD#: 160321
KNOXVILLE, TN
Past
December 4, 2020 - December 20, 2022
LPL FINANCIAL LLC
BD
CRD#: 6413
KNOXVILLE, TN
Past
February 7, 2017 - December 10, 2018
MWA FINANCIAL SERVICES INC.
BD
CRD#: 112630
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".
VH
VISIONARY HORIZONS, LLC
NAME1020 | WEALTHBRIGHT ADVISORS | VISIONARY HORIZONS, LLC | VISIONARY HORIZONS, L.L.C. | VISIONARY HORIZONS WEALTH MANAGEMENT GROUP, LLC | VISIONARY HORIZONS WEALTH MANAGEMENT GROUP | VISIONARY HORIZONS WEALTH MANAGEMENT | TRISTAR WEALTH MANAGEMENT
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)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Georgia(10/22/2024)
RR
Illinois(10/22/2024)
RR
Kentucky(10/22/2024)
IAR
Tennessee(1/5/2023)
RR
Tennessee(10/22/2024)
IAR
Texas(9/21/2023)
RR
Washington(6/26/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/8/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VH
VISIONARY HORIZONS, LLC
NAME1020 | WEALTHBRIGHT ADVISORS | VISIONARY HORIZONS, LLC | VISIONARY HORIZONS, L.L.C. | VISIONARY HORIZONS WEALTH MANAGEMENT GROUP, LLC | VISIONARY HORIZONS WEALTH MANAGEMENT GROUP | VISIONARY HORIZONS WEALTH MANAGEMENT | TRISTAR WEALTH MANAGEMENT
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)Upgrade to AdvisorCheck Premium
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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
17
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,229 |
| AUM (Assets Under Management) | $ 291,415,668 |
Red Flags
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Company Information
VISIONARY HORIZONS, LLC
CRD#: 150483Knoxville, TN 37932TRUST BUT VERIFY
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