Leighton Hart (CRD# 4356164) is an Investment Advisor Representative working at Cogentblue in Knoxville, TN and has over 23 years of experience in the finance industry.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 4279406
Visionary Horizons, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wealthcare Advisory Partners, Llc Dba Cogentblue Wealth Advisors | Johnson City, TN | Apr 2020 - Current | 4 |
Avenue Planning Group | Johnson City, TN | Jan 2017 - Apr 2020 | 3 |
Canvas Management | Johnson City, TN | Dec 2015 - Dec 2017 | 2 |
Infinex Investments, Inc. | Johnson City, TN | Jun 2008 - Dec 2015 | 7 |
Trisummit Bank | Johnson City, TN | Feb 2007 - Dec 2015 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2001 |
S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- TN
-
Total Assets Under Management626MILLIONS
-
Total Number of Accounts394ACCOUNTS
-
Average Account Value$1,588,306
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
GA, ME, NH, TN
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