Optivise advisory

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August undefined, 2024

WebInvestment Advisory services offered through Optivise Advisory Services LLC ("Optivise"), an SEC registered investment advisory firm. Optivise and Shield Financial Group ("SFG") are non-affiliated entities. Optivise and SFG only transact business in states where it is properly licensed, or is excluded or exempted from registration requirements. Web07/2024 - Present Optivise Advisory Services, LLC IAR Y Coppell, TX, United States 05/2024 - Present PanthRex Asset Management IAR Y Coppell, TX, United States 01/2024 - Present LS Tax LLC Owner N Bryan, OH, United States 02/2001 - Present LS Wealth Management LLC Investment Adviser Representative Y Bryan, OH, United States

LAURA HELEN STOVER - SEC

WebPhone: 352.688.4990 Fax: 352.684.8157. Our Location. 3239 Commercial Way Spring Hill, FL 34606 Get Directions WebReport this post Report Report. Back Submit trulia homes for sale port charlotte fl

Allen P. Hargis at Optivise Advisory Services LLC Wealthminder

Web2008 2010 2012 2014 2016 2024 2024 2024 2024 ia optivise advisory services llc (crd# 301764) 2024 - present (2 years) ia panthrex asset management llc (crd# 281619) 2015 - … WebBy embracing a combination of cutting-edge technology and a highly accomplished, seasoned investment and financial planning team, Optivise assists with advanced money … WebJan 16, 2024 · Investment advisory services offered through Optivise Advisory Services LLC, an SEC-registered investment adviser. Optivise is independent of LS Wealth Management LLC℠ copyright 2024 LSWM ®. trulia homes for sale south knoxville tn

Vine Family Office A Financial Services Boutique

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WebOptivise Advisory Services LLC (CRD# 301764) is a financial advisory firm headquartered in Franklin, TN. They manage $258,846,649 in 1,691 accounts and serve the financial needs … WebA MULTI-FAMILY WEALTH & BUSINESS BOUTIQUE PAUL A. DYER, VINE FAMILY OFFICE 43 WESTERN AVE HAMPDEN, MAINE 04444 REACH US AT 207-405-0566 Investment advisory services offered through Optivise Advisory Services, a SEC registered investment advisor. Optivise and Vine Family Office are independent of one another. trulia homes for sale york paWebInvestment advisory services offered by Optivise Advisory Services, LLC an SEC registered investment advisor. Optivise only offers advisory services in states where it is properly registered or exempt from registration. Please note that registration with the SEC does not denote a specific skill level or guarantee the success of an investment ... philippe mawart

"WebOptivise only offers advisory services in states where it is properly registered or exempt from registration. Please note that registration with the SEC does not denote a specific … Investment advisory services offered by Optivise Advisory Services, LLC an SEC … Optivise Advisory Services has created an environment that empowers you, the … Investment advisory services offered by Optivise Advisory Services, LLC an SEC … Schedule a phone, video, or personal visit to discuss how a personalized solution may … " - Optivise advisory

Optivise advisory

WebOPTIVISE ADVISORY SERVICES LLC (CRD#:301764) Alpharetta, GA . 06/25/2024 - 12/31/2024 . BLUE DUCK WEALTH MANAGEMENT (CRD#:281832) ROSWELL, GA . 09/29/2016 - 06/28/2024 . For additional information about investment advisers or broker-dealers, please visit . www.investor.gov. B. Broker. IA.

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Web2000 2002 2004 2006 2008 2010 2012 2014 2016 2024 2024 2024 2024 2 FIRMS 2003 - 2008 (4 years) 2 FIRMS 2008 - 2009 (<1 year) 2 FIRMS 2009 - 2009 (<1 year) 2 FIRMS 2011 - 2013 (1 year) 2 FIRMS 2013 - 2024 (4 years) IA OPTIVISE ADVISORY SERVICES LLC (CRD# 301764) 2024 - Present (3 years) B NFP SECURITIES, INC. WebOptivise Advisory Services LLC Firm's CRD Number: 301764 109 Holiday Ct, Suite A6, Franklin, TN 37067 By the Numbers Total Assets Under Management 259 MILLIONS Total Number of Accounts 1,691 ACCOUNTS Average Account Value $153,073 Compensation Options A percentage of assets under your management Hourly charges Other Advisory …

WebCurrent Firm: Optivise Advisory Services LLC. Mary Derussy (CRD# 3155526) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Franklin, … WebThe investment advisory firm's average account size is $153,073. The typical advisor at Optivise Advisory Services LLC oversees around 70 client accounts, placing it towards the middle in terms of personalization. The company's main office is located at 109 Holiday Ct, Franklin, Tennessee 37067.

WebWe provide managed services for small to medium-sized businesses, giving them the ability to access Opti-Vise IT, LLC, Eaton, Ohio. 164 likes · 1 was here. We provide managed services for small to medium-sized … WebOptivise supports financial advisers in four areas critical to any successful financial services practice: Operations & Adviser Relations - Marketing - Advanced Case Planning & Design - …

WebFeb 9, 2024 · CARMEL, Ind., Feb. 9, 2024 /PRNewswire/ -- CNO Financial Group (NYSE: CNO) announced today that it has acquired DirectPath, LLC ("DirectPath"), a leading national …

WebApr 10, 2024 · BRYAN, Ohio - April 10, 2024 - PRLog-- Laura Stover, CEO of LS Wealth Management, was recently appeared as a guest on Time Square Today. CEO of LS Wealth Management, Laura Stover was recently a featured guest on Time Square Today.The show, which filmed in New York City overlooking Times Square by an Emmy Award winning … philippe mederyWebWe would like to show you a description here but the site won’t allow us. philippe memeteau twitterWeb2006 2008 2010 2012 2014 2016 2024 2024 2024 2024 ia optivise advisory services llc (crd# 301764) 2024 - present (3 years) ia optivise advisory services llc (crd# 301764) 2024 - 2024 (1 year) ia panthrex asset management llc (crd# 281619) 2024 - 2024 (1 year) ia virtue capital management, llc (crd# 167816) 2015 - 2024 (2 years) ia brookstone ... philippe matthews youtubeWebBy embracing a combination of cutting-edge technology and a highly accomplished, seasoned investment and financial planning team, Optivise assists with advanced money management, trade processing, payroll, tax consulting, and estate planning resources to help create a unique, customized experience for you. Social Network: philippe mearWebOptivise Advisory Services Franklin, TN Jan 2024 - Current 1; Compass Wealth Group Spring Hill, FL Jan 2024 - Current 1; Td Ameritrade, Inc. Spring Hill, FL Feb 2024 - Jan 2024 2; Td Ameritrade Investment Management, LLC Omaha, NE Feb 2024 - Jan 2024 2; Scottrade Spring Hill, FL May 2013 - Jan 2024 7; Scottrade Spring Hill, FL trulia homes for sale zephyrhills flWebOptivise Advisory Services LLC Firm's CRD Number: 301764 109 Holiday Ct, Suite A6, Franklin, TN 37067 By the Numbers Total Assets Under Management 259 MILLIONS Total Number of Accounts 1,691 ACCOUNTS Average Account Value $153,073 Compensation Options A percentage of assets under your management Hourly charges Other Advisory … trulia homes for sale thornton coWebOptivise Advisory Services contact info: Phone number: (855) 378-1806 Website: www.optiviseria.com What does Optivise Advisory Services do? Michael R. Wallin, a … trulia homes for sale wellsboro pa 16901