BO
BO

Britton Nathanial Ouellette

9 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

13750 San Pedro Ave, Suite 520, San Antonio, TX, 78232

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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

Britton is an insurance agent at DPO Insurance Agency, Inc. since 2015, where he markets and sells insurance products and services. This activity takes nearly full-time.

Employment History
Current Registrations
Optivise Advisory Services LLC
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Optivise Advisory Services LLC
November 2019 - December 2020 · 1 yr 1 mo
Panthrex Asset Management LLC
March 2016 - December 2019 · 3 yrs 9 mos
Fifth Third Securities, INC.
June 2015 - July 2015 · 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.