OPTIVISE ADVISORY SERVICES LLC of FRANKLIN, TN is an SEC-registered investment adviser (CRD 301764). Regulatory assets under management: $287.9M.
Compensation: % of AUM, Hourly, Fixed, Subscription.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Michael Ray Wallin | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| Cory Shane Colquette | MEMBER | — |
| Allen Parnell Hargis | MEMBER | — |
| HARGIS ALLEN PARNELL | MEMBER | — |
| WALLIN MICHAEL RAY | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| Geick Rachel | MEMBER | — |
| COLQUETTE CORY SHANE | MEMBER | — |