Judith Darlene Tucker
Investment adviser representative at Optivise Advisory Services LLC
30 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$287.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- Optivise Advisory Services LLCFeb 2020 to now
- Rental ApartmentAug 2013 to now
- J.D. Tucker Financial ServicesJan 1996 to now
- MML Investors Services, LLCMar 2017 to Feb 2020
- Massmutual Life Insurance CoJul 2016 to Feb 2020
- Metlife Securities IncMar 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (TN).
Optivise Advisory Services LLC
$287.9MAssets managed
1,233Clients
23Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2914740
- Firm CRD
- 301764