Optivise Advisory Services LLC
Optivise Advisory Services LLC (CRD# 301764) is a financial advisory firm headquartered in Franklin, TN. They manage $254,523,042 in 1,611 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management255MILLION
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Total Number of Accounts1,611ACCOUNTS
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Average Account Value$157,991
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, CA, CO, FL, GA, IN, KS, LA, ME, NC, OH, OK, PA, TN, TX, WI
Frank Akridge (CRD# 4242013) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Woodstock, GA and has over 23 years of experience in the finance industry.
Stacey Andres (CRD# 6373652) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Spring Hill, TN and has over 9 years of experience in the finance industry.
Steven Bassetto (CRD# 1752333) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Appleton, WI and has over 36 years of experience in the finance industry.
Cory Colquette (CRD# 5493744) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Chattanooga, TN and has over 15 years of experience in the finance industry.
Rory Davis (CRD# 4261390) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Franklin, TN and has over 23 years of experience in the finance industry.
Paul Dyer (CRD# 3131390) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Hampden, ME and has over 18 years of experience in the finance industry.
Allen Hargis (CRD# 4599491) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Hot Springs Village, AR and has over 21 years of experience in the finance industry.
Kyle Lewie (CRD# 2403425) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Waco, TX and has over 30 years of experience in the finance industry.
Jennifer Mongelluzzo (CRD# 6001463) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Spring Hill, FL and has over 10 years of experience in the finance industry.
Kevin Moss (CRD# 5142828) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Arlington, TX and has over 17 years of experience in the finance industry.