CC
PFS
CC
PFS

Cory Shane Colquette

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
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

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Location

Chattanooga, TN

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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.

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Other Business ActivitiesSells Insurance

Cory is a sole proprietor of The Colquette Group, offering life insurance and consulting services, and also works as a CPA providing tax preparation and accounting services. Both activities take a few hours per week.

Employment History
Current Registrations
Optivise Advisory Services LLC
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Optivise Advisory Services LLC
January 2020 - December 2020 · 11 mos
Southbridge Advisors, LLC
December 2019 - May 2020 · 5 mos
Colquette Group, INC.
October 2017 - August 2018 · 10 mos
Southbridge
March 2014 - March 2020 · 6 yrs
Integra Wealth
June 2010 - April 2014 · 3 yrs 10 mos
Veritas Financial, LLC
May 2009 - June 2010 · 1 yr 1 mo
Guardian Wealth Management, INC.
June 2008 - February 2009 · 8 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.