James A. Labrec

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CRD#: 300111

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Arthur Labrec was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1971. James had worked at 19 firms and has passed the Series 63, SIE and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

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.

The Name of the other business: InsureVest Corporation Investment Related?: Yes Address of other business: 5740 Pinewood Rd., Franklin, TN 37064 Nature of other business: Life insurance and annuity sales Your position: President Start Date: 06/01/1984 How many hours you devote to the other business per month: 80 How many hours you devote to the other business during securities trading hours: 40 per month Briefly describe your duties: I market through seminars; I do proposals, complete applications, study and service my clients.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 25, 2022 - January 10, 2023

OPTIVISE ADVISORY SERVICES LLC

RIA

CRD#: 301764

Franklin, TN

Past

September 11, 2019 - January 3, 2022

FIRST ADVISORS NATIONAL, LLC

RIA

CRD#: 166212

Franklin, TN

Past

February 29, 2016 - July 3, 2019

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

Franklin, TN

Past

July 7, 2014 - November 2, 2015

KALOS MANAGEMENT

RIA

CRD#: 133025

MURFREESBORO, TN

Past

July 7, 2014 - November 2, 2015

KALOS CAPITAL, INC.

CRD#: 44337

MURFREESBORO, TN

Past

January 3, 2007 - July 9, 2014

THE STRATEGIC FINANCIAL ALLIANCE, INC.

CRD#: 126514

ATLANTA, GA

Past

December 15, 2006 - July 9, 2014

THE STRATEGIC FINANCIAL ALLIANCE, INC.

RIA

CRD#: 126514

FRANKLIN, TN

Past

January 29, 2004 - June 30, 2006

SSN ADVISORY, INC.

RIA

CRD#: 126090

FRANKLIN, TN

Past

January 30, 2002 - June 30, 2006

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

FRANKLIN, TN

Past

May 25, 2000 - December 4, 2001

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

BOCA RATON, FL

Past

February 22, 1996 - December 31, 1998

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

April 28, 1993 - January 15, 1996

CAPE SECURITIES INC.

CRD#: 7072

MCDONOUGH, GA

Past

June 28, 1991 - December 8, 1992

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

December 7, 1990 - April 23, 1991

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

May 31, 1988 - December 7, 1990

COZAD INVESTMENT SERVICES, INC.

CRD#: 10065

Past

November 21, 1984 - June 3, 1988

LABREC SECURITIES, INC.

CRD#: 10473

Past

July 3, 1984 - February 19, 1985

LINCOLN NATIONAL PENSION INSURANCE COMPANY

CRD#: 10293

Past

August 26, 1983 - June 11, 1984

LABREC SECURITIES, INC.

CRD#: 10473

Past

May 7, 1973 - February 19, 1985

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

Past

May 7, 1973 - February 19, 1985

OSAIC FA, INC.

CRD#: 3978

Past

November 24, 1971 - March 15, 1973

NEW ENGLAND SECURITIES

CRD#: 615

Past

March 1, 1971 - January 1, 1972

CONSECO FINANCIAL SERVICES, INC.

CRD#: 629

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.

Visual representation of state registrations

This advisor is not registered in any state.

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: 1/4/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/2/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 2/22/1971

Registered 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

James A. Labrec

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

FIRST ADVISORS NATIONAL, LLC

HORTER INVESTMENT MANAGEMENT, LLC

KALOS MANAGEMENT

KALOS CAPITAL, INC.

THE STRATEGIC FINANCIAL ALLIANCE, INC.

THE STRATEGIC FINANCIAL ALLIANCE, INC.

SSN ADVISORY, INC.

SECURITIES SERVICE NETWORK, LLC

SUMMIT BROKERAGE SERVICES, INC.

IFG NETWORK SECURITIES, INC.

CAPE SECURITIES INC.

NEW ENGLAND SECURITIES

FSC SECURITIES CORPORATION

COZAD INVESTMENT SERVICES, INC.

LABREC SECURITIES, INC.

LINCOLN NATIONAL PENSION INSURANCE COMPANY

LABREC SECURITIES, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

NEW ENGLAND SECURITIES

CONSECO FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

OPTIVISE ADVISORY SERVICES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/4/1985

SIE

Date: 11/2/2015

Series 1

Date: 2/22/1971

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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