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Rory Davis

from Optivise Advisory Services LLC

Rory Davis is a financial advisor based in Tennessee, Franklin, with 26 years of experience. Rory currently works for Optivise Advisory Services LLC. Rory maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.

This advisor is a SEC regulated
  • Fiduciary duty to act in the best interests of your finances
  • Regulated by The Securities and Exchange Commission (SEC)
  • Transparent about fees and never take commission when recommending a financial product
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Rory Davis works at Optivise Advisory Services LLC

Optivise Advisory Services LLC is a financial advisory firm based in Franklin, Tennessee. It currently has approximately $234,504,876 of assets under management and employs about 20 people. Optivise Advisory Services LLC uses a fee structure of a percentage of assets under your management, hourly charges, subscription fees and share in fee paid to sub-advisor, back office clerical and admin.

Certifications and registrations

Uniform Securities Agent State Law Examination (S63)

Uniform Combined State Law Examination (S66)

Uniform Investment Adviser Law Examination (S65)

Years registered

7 years

Fee structure

A percentage of assets under your management, hourly charges, subscription fees and share in fee paid to sub-advisor, back office clerical and admin

Office location

109 Holiday Ct, Suite A6, Franklin, Tennessee, 37067

Advisor can help with

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