Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Robert Graves, financial advisor Knoxville TN
93 score

Robert Graves

CRD Number: 5299903
Current Firm: Visionary Horizons, LLC

Robert Graves (CRD# 5299903) is an Investment Advisor Representative working at Visionary Horizons, LLC in Knoxville, TN and has over 9 years of experience in the finance industry. Robert Graves has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Pks Investments Albany, NY Nov 2012 - Current 3
Smartbank Pigeon Forge, TN Jan 2009 - Current 7
Investment Centers Of America Pigeon Forge, TN Apr 2009 - Jan 2011 1
Suntrust Investment Services, Inc. Knoxville, TN Mar 2007 - Feb 2009 1
Suntrust Bank Knoxville, TN Jan 2005 - Feb 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Robert K. Graves
Phone Number: 865-675-8496
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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