Kerry
Lang

Tactive Advisors, LLC

CRD#4659413
Investment Advisor
in Jacksonville, FL

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About this Advisor

Kerry Lang is a financial advisor based in Jacksonville, Florida with 2 years of industry experience. Lang is an advisor for Tactive Advisors, LLC. Their career trajectory has included roles at National Pension & Group Consultants, Inc, Forrest T. Jones & Co Inc Dba Ftj Retirement Advisors, Planmember Securities Corporation, Fidelity Security Life Insurance, Mainstreet Ria LLC, Kerry Lang Sole Proprietor and Strategy Marketplace LLC. Lang has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Missouri. Tactive Advisors, LLC is a company based in Jacksonville, FL. The firm has offices in 10 locations and a total of nine employees. It controls $275 million in assets under management between its 853 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 853 accounts, just 1% are held by high-net-worth investors who have more than $1 million in assets available to invest. Tactive Advisors, Llc offers portfolio management for individuals and small businesses. A financial advisor's fees vary depending on which services are offered. However, fee types charged by Tactive Advisors, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

400 Baymeadows Way Suite 300
Jacksonville, FL 32256

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Tactive Advisors, LLC Brokerage Details

Total Assets Under Management

$275,133,342

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

9

FL Average: 62
Total Number of Accounts

853

FL Average: 2,474
Average Account Size

$322,548

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Kerry Lang Work History

Kerry has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Strategy Marketplace LLC

2020 - Present (4 years)

Kerry Lang Sole Proprietor

2020 - 2020 (< 1 year)

Planmember Securities Corporation

2020 - 2021 (1 year)

Mainstreet Ria LLC

2006 - 2020 (14 years)

National Pension & Group Consultants, Inc

2006 - 2020 (14 years)

Forrest T. Jones & Co Inc Dba Ftj Retirement Advisors

2006 - 2020 (14 years)

Fidelity Security Life Insurance

2006 - 2018 (12 years)

National Pension & Group Consultants, 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 Kerry Lang 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

Giovanni Cuarez
Los Angeles, CA
Richard Dwyer
Jacksonville, FL
Zachary Goodman
Jacksonville, FL
Edward Jaax
Jacksonville, FL
Edmund Gifford
Las Vegas, NV
Frank Stanley
Carlsbad, CA
Kerry Lang
Jacksonville, FL
Perry Clifton
Santa Clara, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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