Rory Kyle Davis

12 Years of Experience

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning

Optivise Advisory Services LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

1,216 clients

Average Client Portfolio

$220K average

Assets Under Management

$267.4M

Fee Structure

Location

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

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Rory is a wrestling official for high school and collegiate teams from October to mid-February. This non-investment related activity takes a few hours per week, outside of securities trading hours.