Joseph Ellis, financial advisor Somerset KY
93 score

Joseph Ellis

CRD Number: 5558578
Current Firm: Visionary Horizons, LLC

Joseph Ellis (CRD# 5558578) is an Investment Advisor Representative working at Visionary Horizons, LLC in Somerset, KY and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Visionary Horizons, LLC Somerset, KY Dec 2013 - Current 4
Future Assurance, Inc. Somerset, KY May 2007 - Current 11
Walmart Somerset, KY Apr 1986 - Apr 2014 28
Merit National Fund Advisors, LLC Somerset, KY Jul 2008 - Dec 2013 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2008
Contact Info for Joseph F. Ellis
Phone Number: 865-675-8496
Registered State(s):
  • KY
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
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
Types of Clients
Registered States


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

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