OPTIVISE ADVISORY SERVICES LLC ACTIVE IA
Key facts
- FINRA firm ID
- 301764
- Firm name
- OPTIVISE ADVISORY SERVICES LLC
- Other names / DBAs
- 401K WEALTH MANAGEMENT; WALLIN, HARGIS, & COLQUETTE, LLC; THE CLOQUETTE GROUP; SHIELD FINANCIAL GROUP; SB FINANCIAL GROUP; PINNACLE WEALTH MANAGEMENT; OPTIVISE ADVISORY SERVICES LLC; LS WEALTH MANAGEMENT; KEVIN MOSS FINANCIAL MANAGEMENT; BOTH HANDS FINANCIAL GROUP; ANCHOR WEALTH
- IA scope
- ACTIVE
- SEC IA file
- 801-115232
- Branches
- 22
- Disclosure events
- No
- HQ
- FRANKLIN, TN, 37067, United States
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