Malissa McNanna, financial advisor Hot Springs AR

Malissa McNanna

CRD 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.

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Hot Springs Asset Management, Inc.
Company Name Location Dates Years
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
Contact Info for Malissa M. McNanna
Phone Number: 855-378-1806
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    133
    MILLIONS
  • Total Number of Accounts
    949
    ACCOUNTS
  • Average Account Value
    $140,562
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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

AL, AR, AZ, CA, CO, FL, GA, IN, KS, LA, ME, MS, NC, OH, OK, TN, TX, VA

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