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Frank O Akridge

Frank O. Akridge

OPTIVISE ADVISORY SERVICES LLC
Woodstock, GA
Some features on this profile are disabled
CRD#: 4242013
Frank O Akridge

Professional summary

Frank O Akridge, CFP®, who also goes by Frank O Akridge Jr, is a registered financial advisor currently at OPTIVISE ADVISORY SERVICES LLC located in Woodstock, Georgia.

Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Frank has worked at 10 firms and has passed the Series 66, SIE, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Frank O Akridge Jr

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)FREEDOM CONSULTANTS LLC, NOT INVESTMENT RELATED, ALEXANDRIA, LA,INTERNET WHOLESALE RETAIL, PARTNER/CONSULTANT, 03/2008, 30 HRS/MO, 0 DURING SECURITIES TRADING HRS, HELPS SPOUSE MAINTAIN SITE AND DOES ACCOUNTING FOR BUSINESS. 2) Financial Pathfinder LLC Insurance and Advisory DBA, markets insurance products from various carrier as an independent contractor for those carriers, 80 hours/Mo.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frank O Akridge'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: 2004

Experience

Current

January 8, 2021 - Present

OPTIVISE ADVISORY SERVICES LLC

RIA
CRD#: 301764
Woodstock, GA
Past

June 13, 2019 - December 31, 2020

OPTIVISE ADVISORY SERVICES LLC

RIA
CRD#: 301764
Woodstock, GA
Past

August 12, 2016 - June 28, 2019

BLUE DUCK WEALTH MANAGEMENT

RIA
CRD#: 281832
ROSWELL, GA
Past

May 31, 2011 - January 18, 2013

MWA FINANCIAL SERVICES INC.

RIA
CRD#: 112630
LAFAYETTE, LA
Past

April 8, 2011 - June 15, 2016

MWA FINANCIAL SERVICES INC.

BD
CRD#: 112630
LAFAYETTE, LA
Past

February 26, 2010 - May 20, 2010

VERITRUST FINANCIAL, LLC

BD
CRD#: 106594
AUSTIN, TX
Past

September 25, 2009 - March 31, 2011

DIRECT CAPITAL ADVISORS

RIA
CRD#: 146395
ALEXANDRIA, LA
Past

March 18, 2008 - February 8, 2010

DIRECT CAPITAL SECURITIES, INC.

BD
CRD#: 29639
AUSTIN, TX
Past

September 22, 2005 - March 28, 2008

ONYX WEALTH ADVISORS, INC.

RIA
CRD#: 119558
DALLAS, TX
Past

January 19, 2005 - March 28, 2008

CAMBRIDGE LEGACY SECURITIES L.L.C.

BD
CRD#: 103722
DALLAS, TX
Past

August 25, 2003 - November 23, 2004

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

February 6, 2001 - July 21, 2003

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
ALEXANDRIA, LA
Past

August 29, 2000 - July 21, 2003

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
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".
OA
OPTIVISE ADVISORY SERVICES LLC
401K WEALTH MANAGEMENT | THE CLOQUETTE GROUP | SHIELD FINANCIAL GROUP | OPTIVISE ADVISORY SERVICES LLC | LS WEALTH MANAGEMENT | KEVIN MOSS FINANCIAL MANAGEMENT

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
Georgia
(1/8/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/19/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/15/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/28/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 3/7/2006
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/22/2003
General Securities Principal Examination

Current Firm

OA
OPTIVISE ADVISORY SERVICES LLC
401K WEALTH MANAGEMENT | THE CLOQUETTE GROUP | SHIELD FINANCIAL GROUP | OPTIVISE ADVISORY SERVICES LLC | LS WEALTH MANAGEMENT | KEVIN MOSS FINANCIAL MANAGEMENT

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
25

SEC notice filing (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,761
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.

Company Information

OPTIVISE ADVISORY SERVICES LLC

CRD#: 301764Woodstock, GA

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