Frank
Stanley
Tactive Advisors, LLC
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About this Advisor
Frank Stanley is a certified financial planner based in Carlsbad, California who has 1 year of industry experience. Stanley currently works for Tactive Advisors, LLC. Their career trajectory has included roles at National Asset Management, Claraphi Advisory Network LLC, Alo Commodities, Global Wealth Analytics Inc, Factorone Capital LLC and Tactive. Stanley maintains a Series 63 license, designating them as a securities representative, and is able to serve investors in California. Tactive Advisors, LLC is a company that has its headquarters in Jacksonville, FL. The investment advisory business has offices in 10 locations and a total of nine employees. It manages $275 million in assets between its 853 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 853 customer accounts, just 1% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm provides portfolio management for individuals and small businesses. Fees charged by financial advisors vary depending on which service is provided. Fees billed by Tactive Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tactive Advisors, LLC Brokerage Details
$275,133,342
9
853
$322,548
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Frank Stanley Work History
Frank has been registered as a financial advisor for 1 years.*
Factorone Capital LLC
Tactive
Claraphi Advisory Network LLC
Alo Commodities
National Asset Management
Global Wealth Analytics Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Frank Stanley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tactive Advisors, LLC
Los Angeles, CA
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
Las Vegas, NV
Carlsbad, CA
Jacksonville, FL
Santa Clara, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
