Cory Bruce Carlton
Investment Adviser Representative at Optivise Advisory Services LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Cory Bruce Carlton is an investment adviser representative with Optivise Advisory Services LLC in Spring Hill, TN, where they have been registered since 2024. They have worked in the securities industry since 2024 and were previously registered with First Advisors National, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Tennessee.
Registrations & licenses
- Investment adviser:
- Tennessee
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Both Hands Fianacial GroupFeb 2016 – no end date reportedBrentwood, TN
- First Advisors National, LLCOct 2024 – Dec 2024Spring Hill, TN
- Optivise Advisory Services, LLCDec 2024 – no end date reportedSpring Hill, TN
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Optivise Advisory Services LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Subscription fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 22
- Offices listed on AdvisorFinder:
- 18
- Main office:
- Franklin, TN
- SEC file number:
- 801-115232
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 14, 2026
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Showing 12 of 22 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cory Bruce Carlton has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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