OPTIVISE ADVISORY SERVICES LLC

FRANKLIN, Tennessee·4 registered advisors·CRD# 301764
SEC# 801-11523222855-378-1806
01

Firm Overview

AUM
$255M
Regulatory assets under management
Employees
23
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Other: SHARE IN FEE PAID TO SUB-ADVISOR, BACK OFFICE CLERICAL AND ADMIN
03

Specialties

Financial PlanningInvestment Management
04

Advisors at OPTIVISE ADVISORY SERVICES LLC

4 registered advisors
Allen Parnell Hargis
FRANKLIN, Tennessee
Cory Shane Colquette
FRANKLIN, Tennessee
Michael Ray Wallin
FRANKLIN, Tennessee
Rachel Geick
DALLAS, Texas
05

Office Locations

FRANKLIN, Tennessee
3 advisors
DALLAS, Texas
1 advisor

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Data sourced from SEC Form ADV filings. OPTIVISE ADVISORY SERVICES LLC (CRD# 301764) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.