Frank O Akridge
Investment adviser representative at Optivise Advisory Services LLC
18 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
18 years in the industry.
- Optivise Advisory Services, LLCJun 2019 to now
- Financial Pathfinder, LLCJun 2019 to now
- Freedom Consultants LLCMar 2008 to now
- The Optimized Ria, Inc. dba Blue DuckJun 2016 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 4242013
- Firm CRD
- 301764