Edmund
Gifford

Tactive Advisors, LLC

CRD#4931581
Investment Advisor
in Las Vegas, NV

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About this Advisor

Edmund Gifford is a financial advisor based in Las Vegas, Nevada, working with Tactive Advisors, LLC. Edmund has previously held positions at The Gifford Group, LLC, Usa Financial Securities Corp, Nevada Family Wealth, Raymond James, Raymond James Financial Services Advisors, Inc, Gifford Planning Strategies, Usa Financial, Gifford Planning Strategies, Strategy Marketplace, and Strategy Marketplace LLC. Edmund has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nevada and Texas. Currently, Edmund is part of Tactive Advisors, LLC, which operates out of Las Vegas, Nevada. 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, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

Las Vegas, NV

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Tactive Advisors, LLC Brokerage Details

Total Assets Under Management

$405,807,898

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

5

NV Average: 62
Total Number of Accounts

1,200

NV Average: 2,474
Average Account Size

$338,173

NV Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Edmund Gifford Work History

2021 - Present (4 years)

Gifford Planning Strategies, Strategy Marketplace

2021 - Present (4 years)

Strategy Marketplace LLC

2019 - Present (6 years)

The Gifford Group, LLC

2019 - Present (6 years)

Raymond James Financial Services Advisors, Inc

2019 - 2021 (2 years)

Nevada Family Wealth, Raymond James

2009 - 2019 (10 years)

Usa Financial Securities Corp

2009 - 2019 (10 years)

Gifford Planning Strategies, Usa Financial

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Disclosures

Please visit the SEC profile of Edmund Gifford 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
Blaine Vose
Las Vegas, NV
Richard Dwyer
Jacksonville, FL
Jeffrey Mount
Jacksonville, FL
Edward Jaax
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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