SO
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
151 clients
Average Client Portfolio
$213K average
Assets Under Management
$32.1M
Fee Structure
Hourly Rate:Up to $250/hr
This firm charges fees for investment advisory services. These fees are based on a percentage of assets under management. The specific percentage will depend on the size of your account and the services you receive. Additional fees may apply for certain services. Contact the firm for more details.
Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information
Office location
9820 Northcross Center Ct, 154, Huntersville, NC, 28078
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Tactical Investment Advisors, LLC
August 2017 - Present · 8 yrs 5 mos
Previous Registrations
MML Investors Services, LLC
March 2017 - August 2017 · 5 mos
MML Investors Services, LLC Broker
March 2017 - August 2017 · 5 mos
Msi Financial Services, INC.
June 2015 - March 2017 · 1 yr 9 mos
Msi Financial Services, INC.Broker
March 2015 - March 2017 · 2 yrs
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.