Craig Black (CRD# 5941489) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Franklin, TN and has over 12 years of experience in the finance industry.
CRD# 4183126
Raymond James Financial Services Advisors, Inc.
CRD# 4767570
Raymond James Financial Services Advisors, Inc.
CRD# 6308347
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Optivise Advisory Services | Franklin, TN | Jan 2020 - Current | 4 |
| Compass Wealth Group, LLC | Spring Hill, FL | Jan 2019 - Current | 5 |
| Consolidated Tax & Financial | Spring Hill, FL | Oct 2015 - Current | 8 |
| Black Dynasty, LLC | Brooksville, FL | Jan 2015 - Current | 9 |
| Ae Wealth Management, LLC | Topeka, KS | Jun 2019 - Jan 2020 | < 1 |
| Jbh Accounting & Tax | Spring Hill, FL | Jan 2013 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2011 |
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- FL
-
Total Assets Under Management255MILLIONS
-
Total Number of Accounts1,611ACCOUNTS
-
Average Account Value$157,991
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, CA, CO, FL, GA, IN, KS, LA, ME, NC, OH, OK, PA, TN, TX, WI
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