Tactical Investment Advisors, LLC

Tactical Investment Advisors, LLC (CRD# 156179) is a financial advisory firm headquartered in Cornelius, NC. They manage $3,601,784 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $150,074
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Tactical Investment Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Wade C. Menzies
CRD#: 5032612
Huntersville, NC
93
Wealthminder
score

Wade Menzies (CRD# 5032612) is an Investment Advisor Representative working at Tactical Investment Advisors, LLC in Huntersville, NC and has over 10 years of experience in the finance industry.

2
James P. Soloman
CRD#: 5032615
Huntersville, NC
93
Wealthminder
score

James Soloman (CRD# 5032615) is an Investment Advisor Representative working at Tactical Investment Advisors, LLC in Huntersville, NC and has over 10 years of experience in the finance industry.

3
Jason P. Soloman
CRD#: 4931345
Huntersville, NC
93
Wealthminder
score

Jason Soloman (CRD# 4931345) is an Investment Advisor Representative working at Tactical Investment Advisors, LLC in Huntersville, NC and has over 11 years of experience in the finance industry.

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