LP
Luke J. Powers
VISIONARY HORIZONS
Fountain Inn, SC
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CRD#: 7030841
LP
Professional summary
Luke Jefferson Powers, CFP®, who also goes by Luke J Powers, is a registered financial advisor currently at VISIONARY HORIZONS, LLC located in Fountain Inn, South Carolina.
Luke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Luke has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Luke J Powers
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)Name of Business: Luke Powers Wealth Team Address: 136 Concord Road, Knoxville, TN, 37934, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/07/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: This is the team name to be listed on SageSpring Wealth Partners website (2)Name of Business: SageSpring Wealth Partners Address: 136 Concord Road, Knoxville, TN, 37934, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor (3)Name of Business: Vanbridge Address: 136 Concord Road, Knoxville, TN, 37934, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: Yes Start Date: 10/31/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: When clients need insurance I connect them with Vanbridge
CRS (Client Relationship Summary) - RIA
Click below to view Luke Jefferson Powers'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: 2021
Experience
Current
August 1, 2025 - Present
VISIONARY HORIZONS, LLC
RIA
CRD#: 150483
Fountain Inn, SC
Past
December 9, 2019 - July 31, 2025
SAGESPRING WEALTH PARTNERS
RIA
CRD#: 283515
Knoxville, TN
Past
December 6, 2019 - June 25, 2020
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
KNOXVILLE, TN
Past
August 30, 2019 - December 19, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
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.Highlighted states indicate IAR registrations
IAR
South Carolina(8/1/2025)
IAR
Texas(8/1/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/30/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
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.
