AdvisorOS Directory
Claim Profile
CC

Cory Shane Colquette

OPTIVISE ADVISORY SERVICES LLC·FRANKLIN, Tennessee
Unclaimed Profile
109 HOLIDAY CT, FRANKLIN, TN 37067CRD# 5493744Firm CRD# 301764
01

About

Cory Shane Colquette 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
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# 5493744
Firm CRD# 301764
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FRANKLIN?

Browse all registered financial advisors in FRANKLIN, Tennessee or claim this profile if it's yours.

Browse FRANKLIN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Cory Shane Colquette offer?
Cory Shane Colquette specializes in Financial Planning, Investment Management. Contact their office in FRANKLIN, Tennessee for a consultation.
What are Cory Shane Colquette's credentials?
Cory Shane Colquette is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cory Shane Colquette located?
Cory Shane Colquette 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 Cory Shane Colquette charge for services?
Cory Shane Colquette'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FRANKLIN
Warren Cameron Goodwin — EMINENCE VOLATILITY ADVISORS, LLCKerra Christina Mcadams — MISSION CAPITAL MANAGEMENT, LLCMichael Patrick Smorch — BLUE OCEAN CAPITAL, LLCDeborah Lee Jenkins — SAGESPRING WEALTH PARTNERSArthur John Brachowski — SATUIT FUNDS MANAGEMENT, LLC
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile