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Allen Parnell Hargis

OPTIVISE ADVISORY SERVICES LLC·FRANKLIN, Tennessee
Clean recordOPTIVISE ADVISORY SERVICES LLC
109 HOLIDAY CT, FRANKLIN, TN 37067CRD# 4599491Firm CRD# 301764

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Allen Parnell Hargis · FRANKLIN, TN
Registration
CRD #4599491 · OPTIVISE ADVISORY SERVICES LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Allen Parnell Hargis is a registered financial advisor based in FRANKLIN, Tennessee, affiliated with OPTIVISE ADVISORY SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
OPTIVISE ADVISORY SERVICES LLC
OPTIVISE ADVISORY SERVICES LLC
AUM
$255M
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at OPTIVISE ADVISORY SERVICES LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Other: SHARE IN FEE PAID TO SUB-ADVISOR, BACK OFFICE CLERICAL AND ADMIN
Regulatory
SEC/IARD CRD# 4599491
Firm CRD# 301764
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Allen Parnell Hargis offer?
Allen Parnell Hargis specializes in Financial Planning, Investment Management. Contact their office in FRANKLIN, Tennessee for a consultation.
What are Allen Parnell Hargis's credentials?
Allen Parnell Hargis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allen Parnell Hargis located?
Allen Parnell Hargis is based in FRANKLIN, Tennessee, working with OPTIVISE ADVISORY SERVICES LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.
How does Allen Parnell Hargis charge for services?
Allen Parnell Hargis's firm is compensated through percentage of aum, hourly charges, fixed fees, other: share in fee paid to sub-advisor, back office clerical and admin. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OPTIVISE ADVISORY SERVICES LLC?
OPTIVISE ADVISORY SERVICES LLC has approximately 23 employees and manages $255M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OPTIVISE ADVISORY SERVICES LLC

Cory Shane Colquette
FRANKLIN, TN
Michael Ray Wallin
FRANKLIN, TN
Rachel Geick
DALLAS, TX

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