GR
GR

Gary Paul Robertson

15 Years 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

10301 Maumelle Blvd, North Little Rock, AR, 72113

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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

Gary is appointed with various outside insurance carriers to broker non-registered insurance products. He also works with College Funding Solutions, Inc. and Arkansas College Planning Group to help families with college funding and planning.

Employment History
Current Registrations
Optivise Advisory Services LLC
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Optivise Advisory Services LLC
January 2020 - December 2020 · 11 mos
Brookstone Capital Management LLC
July 2010 - January 2020 · 9 yrs 6 mos
State Registrations1 state
AR
Advisor
Exams
No exam information available for this advisor.