Tactive Advisors, LLC

Tactive Advisors, LLC (CRD# 309311) is a financial advisory firm headquartered in Jacksonville, FL. They manage $405,807,898 in 1,200 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
7400 Baymeadows Way, Suite 300, Jacksonville, FL 32256
https://www.tactivewealth.com
By the Numbers
  • Total Assets Under Management
    406
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Tactive Advisors, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Richard Dwyer, financial advisor Jacksonville FL
Richard R. Dwyer
CRD#: 1862581
7400 Baymeadows Way, Suite 300, Jacksonville, FL 32256

Richard Dwyer (CRD# 1862581) is an Investment Advisor Representative working at Tactive Advisors, LLC in Jacksonville, FL and has over 13 years of experience in the finance industry.

2
Edmund Gifford, financial advisor Las Vegas NV
Edmund R. Gifford
CRD#: 4931581
Las Vegas, NV

Edmund Gifford (CRD# 4931581) is an Investment Advisor Representative working at Tactive Advisors, LLC in Las Vegas, NV and has over 18 years of experience in the finance industry.

3
Joseph Gissy, financial advisor Jacksonville FL
Joseph C. Gissy
CRD#: 6294262
7400 Baymeadows Way, Suite 300, Jacksonville, FL 32256

Joseph Gissy (CRD# 6294262) is an Investment Advisor Representative working at Tactive Advisors, LLC in Jacksonville, FL and has over 10 years of experience in the finance industry.

4
Edward Jaax, financial advisor Jacksonville FL
Edward J. Jaax
CRD#: 5795958
7400 Baymeadows Way, Suite 300, Jacksonville, FL 32256

Edward Jaax (CRD# 5795958) is an Investment Advisor Representative working at Tactive Advisors, LLC in Jacksonville, FL and has over 13 years of experience in the finance industry.

5
Kerry Lang, financial advisor Jacksonville FL
Kerry A. Lang
CRD#: 4659413
7400 Baymeadows Way, Suite 300, Jacksonville, FL 32256

Kerry Lang (CRD# 4659413) is an Investment Advisor Representative working at Tactive Advisors, LLC in Jacksonville, FL and has over 20 years of experience in the finance industry.

6
Jon Lee, financial advisor Jacksonville FL
Jon R. Lee
CRD#: 2354294
7400 Baymeadows Way, Suite 300, Jacksonville, FL 32256

Jon Lee (CRD# 2354294) is an Investment Advisor Representative working at Tactive Advisors, LLC in Jacksonville, FL and has over 30 years of experience in the finance industry.

7
Frank Stanley, financial advisor Carlsbad CA
Frank R. Stanley
CRD#: 2077505
5857 Owens Avenue, Suite 202, Carlsbad, CA 92008

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.

8
Giovanni Cuarez, financial advisor Los Angeles CA
Giovanni Cuarez
CRD#: 7415627
Los Angeles, CA

Giovanni Cuarez (CRD# 7415627) is an Investment Advisor Representative working at Tactive Advisors, LLC in Los Angeles, CA and has over 2 years of experience in the finance industry.

9
Zachary Goodman, financial advisor Jacksonville FL
Zachary L. Goodman
CRD#: 7382606
7400 Baymeadows Way, Suite 300, Jacksonville, FL 32256

Zachary Goodman (CRD# 7382606) is an Investment Advisor Representative working at Tactive Advisors, LLC in Jacksonville, FL and has over 3 years of experience in the finance industry.

10
Blaine Vose, financial advisor Las Vegas NV
Blaine H. Vose
CRD#: 6268730
Las Vegas, NV

Blaine Vose (CRD# 6268730) is an Investment Advisor Representative working at Tactive Advisors, LLC in Las Vegas, NV and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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