Perry
Clifton
Tactive Advisors, LLC
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About this Advisor
Perry Clifton is a financial advisor operating out of Santa Clara, California who has 1 year of relevant experience. Clifton works at Tactive Advisors, LLC. Their career trajectory has included roles at Partnervest Advisory Services, Sorrento Pacific Financial, LLC, Changepath, LLC, Strategy Marketplace LLC and Heffernan. Clifton holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Tactive Advisors, LLC is a business that has its headquarters in Jacksonville, FL. The company has offices in 10 locations and a total of nine employees. It oversees $275 million in assets under management across its 853 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 853 customer accounts, just 1% are held by high-net-worth investors who have at least $1 million in investable assets. Tactive Advisors, Llc offers portfolio management for individuals and small businesses. Financial management fees usually depend on the financial services offered. However, 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
Perry Clifton Work History
Perry has been registered as a financial advisor for 1 years.*
Strategy Marketplace LLC
Changepath, LLC
Sorrento Pacific Financial, LLC
Heffernan
Partnervest Advisory Services
*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 Perry Clifton 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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