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Optivise Advisory Services LLC CRD 301764
$288M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
109 Holiday Ct Suite A6, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-12-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Both Hands Fianacial Group | Brentwood | TN | 02/2016 | Present |
| First Advisors National, Llc | Spring Hill | TN | 10/2024 | 12/2024 |
| Optivise Advisory Services, Llc | Spring Hill | TN | 12/2024 | Present |
Both Hands Financial Group, NOT investment related, Brentwood, TN, Insurance Services, Chief Executive Officer, 02/2016, 40 hrs / week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-19 |
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