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Financial ADVSR advisor directory · SEC adviser records

Optivise Advisory Services LLC financial advisors in Franklin, TN

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

6 registered advisors work at Optivise Advisory Services LLC in Franklin, out of 21 at the firm nationwide; it ranks number 29 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.

Optivise Advisory Services LLC advisors in Franklin, A to Z

Every Optivise Advisory Services LLC advisor →

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

Optivise Advisory Services LLC advisors in other cities

Appleton, WI 1Arlington, TX 1Chattanooga, TN 1Gulf Breeze, FL 1Hampden, ME 1Hot Springs Village, AR 1Kingwood, TX 1Layayette, IN 1North Little Rock, AR 1Pine Island, MN 1San Antonio, TX 1Scotts Hill, TN 1Spring Hill, TN 1Spring Hill, FL 1Waco, TX 1

Other firms in Franklin

All Franklin advisors →

Sagespring Wealth Partners 88LPL Financial LLC 33Strategic Advisers LLC 28First Trust Advisors LP 24Raymond James & Associates, Inc. 23Edward Jones 20MML Investors Services, LLC 20Morgan Stanley 20Equitable Advisors, LLC 19Beacon Capital Management, LLC 18Charles Schwab & Co., Inc. 17Abound Wealth Management, LLC 15

Questions

How many financial advisors does Optivise Advisory Services LLC have in Franklin?

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

Is Optivise Advisory Services LLC one of the largest advisor employers in Franklin?

Optivise Advisory Services LLC ranks number 29 in Franklin by registered advisors; Sagespring Wealth Partners has the most, with 88.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.