Gary Robertson, financial advisor North Little Rock AR

Gary Robertson

CRD Number: 1641840
Current Firm: Optivise Advisory Services LLC

Gary Robertson (CRD# 1641840) is an Investment Advisor Representative working at Optivise Advisory Services LLC in North Little Rock, AR and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Optivise Advisory Services Franklin, TX Jan 2020 - Current 4
Pinnacle Wealth Management Group Little Rock, AR Nov 2009 - Current 14
Brookstone Capital Management Wheaton, IL Jul 2010 - Jan 2020 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2010
S63 Uniform Securities State Law Examination Nov 2010
Contact Info for Gary P. Robertson
Phone Number: 855-378-1806
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    235
    MILLIONS
  • Total Number of Accounts
    1,978
    ACCOUNTS
  • Average Account Value
    $118,557
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

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

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