Rory Kyle Davis
Investment adviser representative at Optivise Advisory Services LLC
10 yearsExperience
1 stateRegistered in
$287.9MFirm assets
7 yearsFirm in business
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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
10 years in the industry.
- Optivise Advisory Services LLCApr 2018 to now
- Advisor WorxJan 2017 to now
- Panthrex LLCAug 2017 to Apr 2018
- Virtue Capital Management, LLCFeb 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2016
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
- 4261390
- Firm CRD
- 301764