CL
Charles J. Loveday
VISIONARY HORIZONS
KNOXVILLE, TN 37932
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CRD#: 6904492
CL
Professional summary
Charles Jesse Loveday is a registered financial advisor currently at VISIONARY HORIZONS, LLC located in Knoxville, Tennessee and LPL FINANCIAL LLC located in Knoxville, Tennessee.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Charles has worked at 3 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) 03/15/2018 - Real Estate Rental - Knoxville, TN - Owner - non-inv rel - start: 11/2014 2) 5/8/2019 - SCB Investment & Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/06/2019 - 10 Hours Per Month/1 Hours During Securities Trading. 3)04/25/2025 - Visionary Horizons Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) -Start Date: 09/27/2024 - 40 Hrs/Mth - 40 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Charles Jesse Loveday'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®
NoneExperience
Current
October 1, 2024 - Present
VISIONARY HORIZONS, LLC
Office #1: 620 Mabry Hood Rd Suite 301, Knoxville, TN 37932RIA
CRD#: 150483
KNOXVILLE, TN
Current
July 18, 2018 - Present
LPL FINANCIAL LLC
Office #1: 6025 Brookvale Lane Ste 160, Knoxville, TN 37919RIA
BD
CRD#: 6413
Knoxville, TN
Past
February 8, 2019 - October 2, 2024
TVAMP, LLC
RIA
CRD#: 160321
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
Tennessee(7/23/2018)
IAR
Tennessee(10/1/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/16/2019
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VISIONARY HORIZONS, LLC
CRD#: 150483Knoxville, TN 37932TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
