Unclaimed Profile

Allen Parnell Hargis

OPTIVISE ADVISORY SERVICES LLC·FRANKLIN, Tennessee

SIE, Series 7, Series 66Clean record23 years registeredOPTIVISE 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 · 23 years registered

Brand Profile

Not yet started

Career History

OPTIVISE ADVISORY SERVICES LLC

Jan 2021 – present

OPTIVISE ADVISORY SERVICES LLC

Nov 2019 – Dec 2020

Hot Springs Village, AR

PANTHREX ASSET MANAGEMENT LLC

Nov 2015 – Dec 2019

Hot Springs Village, AR

FUSION CAPITAL MANAGEMENT

Aug 2015 – Mar 2016

HOT SPRINGS VILLAGE, AR

BROKERS FINANCIAL

Sep 2013 – Aug 2015

HOT SPRINGS VILLAGE, AR

HIGH STREET ASSET MANAGEMENT, LLC

Jan 2011 – Aug 2013

HOT SPRINGS, AR

AMERIPRISE FINANCIAL SERVICES, INC.

May 2003 – Feb 2010

HOT SPRINGS VILLAGE, AR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 21, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OPTIVISE ADVISORY SERVICES LLC

CRD 301764 · SEC 801-115232

AUM

$255M

Regulatory assets under management

Employees

1,611 client accounts

Services offered by OPTIVISE ADVISORY SERVICES LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at OPTIVISE ADVISORY SERVICES LLC →

Introduction

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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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