CC
CC

Cory Bruce Carlton

1 Year 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

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.

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Other Business ActivitiesSells Insurance

Cory is the Chief Executive Officer of Both Hands Financial Group, an insurance services company, since 2016. This activity takes nearly all of Cory's time.

Employment History
Current Registrations
Optivise Advisory Services LLC
December 2024 - Present · 1 yr 2 mos
Previous Registrations
First Advisors National, LLC
October 2024 - December 2024 · 2 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.