Malissa McNannaCRD Number: 6784730
Current Firm: Optivise Advisory Services LLC
Malissa McNanna (CRD# 6784730) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Hot Springs, AR and has over 5 years of experience in the finance industry.
Hot Springs Asset Management, Inc.
|Optivise Advisory Services, LLC||Dallas, TX||May 2019 - Current||1|
|Vision Advisors, Inc.||Hot Springs, AR||May 2015 - Current||5|
|Onpointe Advisory And Financial Services LLC||Petaluma, CA||May 2017 - Sep 2017||< 1|
|Crye-leike Realtors||Hot Springs, AR||Jan 2014 - Dec 2015||1|
|Red Lobster||Hot Springs, AR||Sep 2012 - Mar 2014||1|
|Crye-leike Realtors||Hot Springs, AR||Apr 2007 - Dec 2012||5|
|Mcnanna Property Inv. LLC||Hot Springs, AR||Nov 2009 - Mar 2012||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2015|
Total Assets Under Management133MILLIONS
Total Number of Accounts949ACCOUNTS
Average Account Value$140,562
- A percentage of assets under your management
- Hourly charges
- 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, AZ, CA, CO, FL, GA, IN, KS, LA, ME, MS, NC, OH, OK, TN, TX, VA
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