Judith D. Tucker

OPTIVISE ADVISORY SERVICES LLC

Scotts Hill, TN 38374

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CRD#: 2914740

Professional summary

Judith Darlene Tucker, CFP®, who also goes by Darlene J. Tucker, Darlene Judith Tucker, J. Darlene Tucker, is a registered financial advisor currently at OPTIVISE ADVISORY SERVICES LLC located in Scotts Hill, Tennessee.

Judith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Judith has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Darlene J. Tucker | Darlene Judith Tucker | J. Darlene Tucker

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.

1. Independent Insurance Agent - Tucker Insurance 10145 Highway 114 W Scotts Hill, TN 20 hrs a month 8 sec hrs - Since 05/1998 2. Notary Public - 10145 Highway 114 W Scotts Hill, TN 1 hr per month .5 sec hr since 05/2004 3. Owner tanning salon 10149 Highway 114 W Scotts Hill, TN 10 hrs per month since 04/2017 4. Midnight Sun 24 Hour Tanning Scotts Hill, TN 1 sec hr 2 non sec hr per week since 04/2017 5. Ms. Tucker may offer physical gold and/or silver to her clients and prospects. These are offered through third parties that are not affiliated with Optivise Advisory Services, Ms. Tucker, or Tucker Family Wealth Solutions. Ms. Tucker will receive a commission for physical gold or silver that is purchased through her.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Judith Darlene Tucker'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

January 5, 2021 - Present

OPTIVISE ADVISORY SERVICES LLC

Office #1: 10145 Hwy 144 W, Scotts Hill, TN 38374

RIA

CRD#: 301764

Scotts Hill, TN

Past

February 5, 2020 - December 31, 2020

OPTIVISE ADVISORY SERVICES LLC

RIA

CRD#: 301764

Scotts Hill, TN

Past

March 25, 2017 - February 6, 2020

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

SCOTTS HILL, TN

Past

March 25, 2017 - February 6, 2020

MML INVESTORS SERVICES, LLC

CRD#: 10409

SCOTTS HILL, TN

Past

March 14, 2016 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

SCOTTS HILL, TN

Past

March 14, 2016 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SCOTTS HILL, TN

Past

February 9, 2007 - March 15, 2016

MWA FINANCIAL SERVICES INC.

RIA

CRD#: 112630

SCOTTS HILL, TN

Past

December 10, 2004 - March 15, 2016

MWA FINANCIAL SERVICES INC.

CRD#: 112630

SCOTTS HILL, TN

Past

November 9, 1999 - January 6, 2005

SILVER OAK SECURITIES, INCORPORATED

CRD#: 46947

JACKSON, TN

Past

August 8, 1997 - November 23, 1999

CARDINAL INVESTMENTS, INC.

CRD#: 36838

COLUMBIA, IL

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

Tennessee
(1/5/2021)

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: 8/7/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/11/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/7/1997

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/28/2008

General Securities Principal 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

Judith D. Tucker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Judith Darlene Tucker's CRS (Customer Relationship Summary).

Certified licenses

Experience

OPTIVISE ADVISORY SERVICES LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

MWA FINANCIAL SERVICES INC.

MWA FINANCIAL SERVICES INC.

SILVER OAK SECURITIES, INCORPORATED

CARDINAL INVESTMENTS, INC.

Primary Firm SEC Registration

OPTIVISE ADVISORY SERVICES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/7/1997

SIE

Date: 10/1/2018

Series 7

Date: 1/11/2001

Series 6

Date: 8/7/1997

Series 24

Date: 5/28/2008

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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