Kerry
Lang
Tactive Advisors, LLC
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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
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
Kerry Lang Work History
Kerry has been registered as a financial advisor for 2 years.*
Strategy Marketplace LLC
Kerry Lang Sole Proprietor
Planmember Securities Corporation
Mainstreet Ria LLC
National Pension & Group Consultants, Inc
Forrest T. Jones & Co Inc Dba Ftj Retirement Advisors
Fidelity Security Life Insurance
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
Los Angeles, CA
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
Las Vegas, NV
Carlsbad, CA
Jacksonville, FL
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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