Gary P. Robertson

OPTIVISE ADVISORY SERVICES LLC

North Little Rock, AR 72113

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CRD#: 1641840

Professional summary

Gary Paul Robertson is a registered financial advisor currently at OPTIVISE ADVISORY SERVICES LLC located in North Little Rock, Arkansas.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Gary has worked at 6 firms and has passed the Series 63, Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ARKANSAS FINANCIAL CONSULTANTS, INC. APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIES FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS. HAS ENROLLED IN THE PLANMYBENEFIT.COM SOCIAL SECURITY COUNSELOR NETWORK. College Funding Solutions, Inc., Independent Representative providing services to help families and students through the college funding process. Arkansas College Planning Group - President September 1, 2018 to Present: organizes and presents pre-college help with ACT, SAT, and possible lower tuition.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Paul Robertson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 4, 2021 - Present

OPTIVISE ADVISORY SERVICES LLC

Office #1: 10301 Maumelle Blvd, North Little Rock, AR 72113

RIA

CRD#: 301764

North Little Rock, AR

Past

January 16, 2020 - December 31, 2020

OPTIVISE ADVISORY SERVICES LLC

RIA

CRD#: 301764

North Little Rock, AR

Past

July 6, 2010 - January 21, 2020

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

NORTH LITTLE ROCK, AR

Past

March 2, 2004 - March 31, 2006

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

May 15, 2000 - March 19, 2002

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

LINCOLN, NE

Past

September 15, 1994 - July 10, 1995

AFD, INC.

CRD#: 34047

NORTHBROOK, IL

Past

May 18, 1987 - October 21, 1992

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OPTIVISE ADVISORY SERVICES LLC

CRD#: 301764 / SEC#: 801-115232

RIA

Registered Investment Advisory firm - (5/3/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arkansas
(1/4/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/9/2010

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/29/2010

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 5/11/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

OPTIVISE ADVISORY SERVICES LLC

CRD#: 301764 / SEC#: 801-115232

RIA

Registered Investment Advisory firm - (5/3/2019 Approved)

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Contact information

Main Address

109 Holiday Ct Suite A6, Franklin, TN 37067

Mailing Address

Phone number

(855) 378-1806

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/21/2025)

Regulatory assets under management

Total Number of Accounts	1,761
AUM (Assets Under Management)	$ 267,384,088

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Gary P. Robertson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Paul Robertson's CRS (Customer Relationship Summary).

Certified licenses

Experience

OPTIVISE ADVISORY SERVICES LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

NYLIFE SECURITIES LLC

ALLSTATE FINANCIAL SERVICES, LLC

AFD, INC.

MONY SECURITIES CORPORATION

Primary Firm SEC Registration

OPTIVISE ADVISORY SERVICES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/9/2010

Series 65

Date: 6/29/2010

Series 6

Date: 5/11/2000

Current Firm

OPTIVISE ADVISORY SERVICES LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OPTIVISE ADVISORY SERVICES LLC

TRUST BUT VERIFY

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