Tactical Investment Advisors, LLC

Tactical Investment Advisors, LLC (CRD# 156179) is a financial advisory firm headquartered in Huntersville, NC. They manage $30,808,504 in 115 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $267,900
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Tactical Investment Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Wade C. Menzies
CRD#: 5032612
9820 Northcross Center Ct, 154, Huntersville, NC 28078

Wade Menzies (CRD# 5032612) is an Investment Advisor Representative working at Tactical Investment Advisors, LLC in Huntersville, NC and has over 17 years of experience in the finance industry.

2
Scott O'connell
CRD#: 6415020
9820 Northcross Center Ct, 154, Huntersville, NC 28078

Scott O'connell (CRD# 6415020) is an Investment Advisor Representative working at Tactical Investment Advisors, LLC in Huntersville, NC and has over 9 years of experience in the finance industry.

3
James P. Soloman
CRD#: 5032615
9820 Northcross Center Ct, 154, Huntersville, NC 28078

James Soloman (CRD# 5032615) is an Investment Advisor Representative working at Tactical Investment Advisors, LLC in Huntersville, NC and has over 17 years of experience in the finance industry.

4
Jason P. Soloman
CRD#: 4931345
9820 Northcross Center Ct, 154, Huntersville, NC 28078

Jason Soloman (CRD# 4931345) is an Investment Advisor Representative working at Tactical Investment Advisors, LLC in Huntersville, NC and has over 18 years of experience in the finance industry.

5
Daniel S. Venegoni
CRD#: 5116694
9820 Northcross Center Ct, 154, Huntersville, NC 28078

Daniel Venegoni (CRD# 5116694) is an Investment Advisor Representative working at Tactical Investment Advisors, LLC in Huntersville, NC and has over 17 years of experience in the finance industry.

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