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, working with Tactive Advisors, LLC. Kerry has previously held positions 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. Kerry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, Kerry 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 65

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

Kerry Lang Work History

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

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

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