Optivise Advisory Services LLC
Optivise Advisory Services LLC (CRD# 301764) is a financial advisory firm headquartered in Franklin, TN. They manage $254,523,042 in 1,611 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management255MILLION
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Total Number of Accounts1,611ACCOUNTS
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Average Account Value$157,991
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Other
- 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, CA, CO, FL, GA, IN, KS, LA, ME, NC, OH, OK, PA, TN, TX, WI
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.
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.
James Skillings (CRD# 4641606) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Fayetteville, AR and has over 20 years of experience in the finance industry.
Laura Stover (CRD# 4331022) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Franklin, TN and has over 21 years of experience in the finance industry.
Judith Tucker (CRD# 2914740) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Scotts Hill, TN and has over 26 years of experience in the finance industry.
Dale Walker (CRD# 4715946) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Sparta, TN and has over 20 years of experience in the finance industry.
Michael Wallin (CRD# 4264135) 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.
Craig Black (CRD# 5941489) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Franklin, TN and has over 12 years of experience in the finance industry.
James Schumaker (CRD# 6829407) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Layayette, IN and has over 5 years of experience in the finance industry.
Brett Wright (CRD# 7693420) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Franklin, TN and has 1 year of experience in the finance industry.