Visionary Wealth Management LLC

Visionary Wealth Management LLC (CRD# 152692) is a financial advisory firm headquartered in , . They manage $383,721 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $63,954
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Visionary Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Willis, financial advisor Frisco TX
Matthew D. Willis
CRD#: 5748532
8778 Fisher Rd, Frisco, TX 75033

Matthew Willis (CRD# 5748532) is an Investment Advisor Representative working at Visionary Wealth Management LLC in Frisco, TX and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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