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Terri Carlin, CTFA

Terri Carlin, CTFA

Retired but still engaged

Office matriarch. Loves the beach. Great listener.

Good luck finding her in any office!

Contact

Office: (865) 675-8496

620 Mabry Hood Road

Suite 102

Knoxville, TN 37932

info@visionaryhorizons.com

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Visionary Horizons, LLC is a SEC Registered Investment Advisor located in Knoxville, Tennessee. Clients establish fee-based accounts with Charles Schwab & Co., Inc. (Schwab), an independent and unaffiliated SEC-registered broker-dealer and member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”). Schwab offers us services which include custody of securities, trade execution, clearance, and settlement of transactions.

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