Rory Davis, financial advisor Franklin TN

Rory Davis

CRD Number: 4261390
Current Firm: Optivise Advisory Services LLC

Rory Davis (CRD# 4261390) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Franklin, TN and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Optivise Advisory Services Dallas, TN Apr 2018 - Current 5
Advisor Worx Thompson Station, TN Jan 2017 - Current 6
Panthrex LLC Brentwood, TN Aug 2017 - Apr 2018 < 1
Virtue Capital Management, LLC Nashville, TN Feb 2016 - Aug 2017 1
Legacytree Foundation Brentwood, TN Aug 2011 - Jan 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S66 NASAA Uniform Combined State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Mar 2016
Contact Info for Rory K. Davis
Phone Number: 855-378-1806
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
  • Subscription fees (for a newsletter or periodical)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States


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