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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 a third party custodian, such as Charles Schwab & Co., Inc. (Schwab) and TD Ameritrade Institutional, a division of TD Ameritrade, Inc. (“TD Ameritrade). Both firms are independent and unaffiliated SEC-registered broker-dealers and members of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”). These firms offer us services which include custody of securities, trade execution, clearance, and settlement of transactions.

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State Street, Albany, NY 12207
Purshe Kaplan Sterling Investments and Visionary Horizons, LLC are not affiliated companies.

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