Frank Stanley, financial advisor Carlsbad CA

Frank Stanley

CRD Number: 2077505
Current Firm: Tactive Advisors, LLC

Frank Stanley (CRD# 2077505) is an Investment Advisor Representative working at Tactive Advisors, LLC in Carlsbad, CA and has over 23 years of experience in the finance industry. Frank Stanley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Tactive Carlsbad, CA Nov 2022 - Current 1
Factorone Capital LLC Carlsbad, CA Apr 2022 - Current 1
Claraphi Advisory Network LLC Carlsbad, CA May 2013 - Current 10
Global Wealth Analytics Inc. Carlsbad, CA Mar 2007 - Aug 2019 12
Alo Commodities Carlsbad, MI Feb 2013 - Aug 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2000
Contact Info for Frank R. Stanley
Phone Number: 855-282-2848
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    406
    MILLIONS
  • Total Number of Accounts
    1,200
    ACCOUNTS
  • Average Account Value
    $338,173
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CT, FL, HI, IL, MA, MI, MO, NC, NV, OH, TX, WA

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