Unclaimed Profile

Cory Shane Colquette

OPTIVISE ADVISORY SERVICES LLC·FRANKLIN, Tennessee

Series 65Clean record18 years registeredOPTIVISE ADVISORY SERVICES LLC

109 HOLIDAY CT, FRANKLIN, TN 37067CRD# 5493744Firm CRD# 301764

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cory Shane Colquette · FRANKLIN, TN

Registration

CRD #5493744 · OPTIVISE ADVISORY SERVICES LLC · 18 years registered

Brand Profile

Not yet started

Career History

OPTIVISE ADVISORY SERVICES LLC

Jan 2021 – present

OPTIVISE ADVISORY SERVICES LLC

Jan 2020 – Dec 2020

Chattanooga, TN

SOUTHBRIDGE ADVISORS, LLC

Dec 2019 – May 2020

CHATTANOOGA, TN

COLQUETTE GROUP, INC.

Oct 2017 – Aug 2018

Chattanooga, TN

SOUTHBRIDGE

Mar 2014 – Mar 2020

CHATTANOOGA, TN

INTEGRA WEALTH

Jun 2010 – Apr 2014

CHATTANOOGA, TN

VERITAS FINANCIAL, LLC

May 2009 – Jun 2010

CHATTANOOGA, TN

GUARDIAN WEALTH MANAGEMENT, INC.

Jun 2008 – Feb 2009

CHATTANOOGA, TN

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 6, 2008

Years registered · 18

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 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.

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