Eric
Butler

Tactive Advisors, LLC

CRD#4754442
Investment Advisor
in Jacksonville, FL

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About this Advisor

Eric Butler is a financial advisor based in Jacksonville, Florida, working with Tactive Advisors, LLC. Eric has previously held positions at Transamerica Capital, Advisors Asset Management, Hatteras Funds, Sowell Management Services, Stadion Money Management, Fiduciary Investment Trusts, Apo Financial Services, LLC, Digital Wealth Partners LLC, Tactive Advisors, LLC, and Digital Wealth Partners. Eric has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Eric is part of Tactive Advisors, LLC, which operates out of Jacksonville, Florida. The firm has 13 offices and 5 employees. The firm manages assets totaling $405.8 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Tactive Advisors, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

7400 Baymeadows Way Suite 300
Jacksonville, FL 32256

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Tactive Advisors, LLC Brokerage Details

Total Assets Under Management

$405,807,898

FL Average: $1,855,561,029
Total Number of Employees

5

FL Average: 62
Total Number of Accounts

1,200

FL Average: 2,474
Average Account Size

$338,173

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Eric Butler Work History

2024 - Present (0 year)

Tactive Advisors, LLC

2023 - Present (1 year)

Digital Wealth Partners LLC

2023 - Present (1 year)

Digital Wealth Partners

2021 - 2023 (2 years)

Apo Financial Services, LLC

2020 - 2021 (1 year)

Fiduciary Investment Trusts

2017 - 2020 (3 years)

Stadion Money Management

2017 - 2020 (3 years)

Stadion Money Management

2016 - 2017 (1 year)

Sowell Management Services

2015 - 2015 (< 1 year)

Hatteras Funds

2015 - 2017 (2 years)

Sowell Management Services

2014 - 2015 (1 year)

Advisors Asset Management

2008 - 2014 (6 years)

Transamerica Capital

2008 - 2014 (6 years)

Transamerica Capital

Disclosures

Please visit the SEC profile of Eric Butler 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

Joseph Gissy
Jacksonville, FL
Paul Seto
Oceanside, CA
Giovanni Cuarez
Los Angeles, CA
Richard Dwyer
Jacksonville, FL
Blaine Vose
Las Vegas, NV
Edward Jaax
Jacksonville, FL
Jeffrey Mount
Jacksonville, FL
Jon Lee
Jacksonville, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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