Michael Ray Wallin
Managing Member / Chief Compliance OfficerOptivise Advisory Services LLCCRD 4264135
About Michael Ray Wallin
Michael Ray Wallin is listed as Managing Member / Chief Compliance Officer at Optivise Advisory Services LLC in Franklin, TN. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Optivise Advisory Services LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Michael Ray Wallin work?
Michael Ray Wallin is listed as Managing Member / Chief Compliance Officer at Optivise Advisory Services LLC on SEC Form ADV.
How much of Optivise Advisory Services LLC does Michael Ray Wallin own?
Form ADV reports a beneficial ownership band of 25-50%.
Optivise Advisory Services LLC
| Title | Managing Member / Chief Compliance Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2019 |