OPTIMUM FINANCIAL SERVICES, LLC

JACKSON, Mississippi·8 registered advisors·CRD# 105878
SEC# 801-383100601-981-5900
01

Firm Overview

AUM
$257M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Investment ManagementWealth Management
04

Advisors at OPTIMUM FINANCIAL SERVICES, LLC

8 registered advisors
August Joseph Stone
JACKSON, Mississippi
Eric E Wegener
JACKSON, Mississippi
Frank Swayze Brumfield
JACKSON, Mississippi
Jeptha Fowlkes Barbour
JACKSON, Mississippi
John Walter Garrard
JACKSON, Mississippi
Russ M Bourne
JACKSON, Mississippi
William B Harper
JACKSON, Mississippi
William Hugh Garrard
JACKSON, Mississippi
05

Office Locations

JACKSON, Mississippi
8 advisors

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Data sourced from SEC Form ADV filings. OPTIMUM FINANCIAL SERVICES, LLC (CRD# 105878) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.