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Financial ADVSR advisor directory · SEC adviser records

Optivise Advisory Services LLC financial advisors in Texas

Every SEC-registered investment adviser representative at a Optivise Advisory Services LLC office in Texas, by city and A to Z.

4 registered advisors work at Optivise Advisory Services LLC in Texas, out of 21 nationwide; it's the firm's number 2 state by advisors, and the most are in Arlington (1). 1 list the CFP designation and 0 are also registered broker representatives.

Optivise Advisory Services LLC advisors by city in Texas

Every firm in Texas →

Arlington 1Kingwood 1San Antonio 1Waco 1

Optivise Advisory Services LLC advisors in Texas, A to Z

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Optivise Advisory Services LLC advisors in every state →Optivise Advisory Services LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Optivise Advisory Services LLC in other states

Tennessee 9

Questions

How many Optivise Advisory Services LLC financial advisors are in Texas?

4 investment adviser representatives are registered at Optivise Advisory Services LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 21 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Texas does Optivise Advisory Services LLC have the most advisors?

Arlington, with 1, then Kingwood (1). Optivise Advisory Services LLC has advisors in 4 cities in Texas.

How do I check a Optivise Advisory Services LLC advisor in Texas?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Optivise Advisory Services LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.