Britton Ouellette, financial advisor San Antonio TX

Britton Ouellette

CRD Number: 5839710
Current Firm: Optivise Advisory Services LLC

Britton Ouellette (CRD# 5839710) is an Investment Advisor Representative working at Optivise Advisory Services LLC in San Antonio, TX and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Optivise Advisory Services Franklin, TN Nov 2019 - Current 4
Ministry Benefit Investments, LLC Coppell, TX Mar 2016 - Current 8
Dpo Insurance Agency, Inc. San Antonio, TX Jul 2015 - Current 8
Fifth Third Securities Portage, IN Aug 2010 - Jul 2015 4
Fifth Third Portage, IL Sep 2008 - Jul 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2010
S65 NASAA Investment Advisors Law Examination Jun 2015
Contact Info for Britton N. Ouellette
Phone Number: 855-378-1806
Registered State(s):
  • TX
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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