Perry J. Clifton

TACTIVE ADVISORS

Santa Clara, CA

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CRD#: 2439077

Professional summary

Perry James Clifton is a registered financial advisor currently at TACTIVE ADVISORS, LLC located in Santa Clara, California.

Perry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Perry has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME OF THE OTHER BUSINESS: PERRY CLIFTON INVESTMENT-RELATED: YES ADDRESS OF THE OTHER BUSINESS: 2445 REBECCA LYNN, SAN CLARA, CA 95050 YOUR POSITION OR TITLE: INSURANCE AGENT NATURE OF THE OTHER BUSINESS: INSURANCE START DATE: 08/03/2009 APPROXIMATE NUMBER OF HOURS/MONTH: 80 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: SALES OF FIXED, INDEX, LIFE, HEALTH, P&C INSURANCE PRODUCTS COMPENSATION: YES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Perry James Clifton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 25, 2022 - Present

TACTIVE ADVISORS, LLC

RIA

CRD#: 309311

Santa Clara, CA

Past

October 27, 2020 - May 16, 2022

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Santa Clara, CA

Past

July 31, 2009 - November 30, 2023

SORRENTO PACIFIC FINANCIAL, LLC

CRD#: 127787

Santa Clara, CA

Past

November 13, 2008 - November 5, 2020

PARTNERVEST ADVISORY SERVICES LLC

RIA

CRD#: 113621

SANTA CLARA, CA

Past

November 12, 2008 - July 31, 2009

PARTNERVEST SECURITIES, INC.

CRD#: 104134

SAN JOSE, CA

Past

March 1, 2007 - November 20, 2008

SILICON VALLEY SECURITIES, INC.

RIA

CRD#: 23696

SAN JOSE, CA

Past

March 1, 2007 - November 20, 2008

SILICON VALLEY SECURITIES, INC.

CRD#: 23696

SAN JOSE, CA

Past

February 2, 2007 - February 26, 2007

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

SAN JOSE, CA

Past

December 7, 2006 - February 26, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

SAN JOSE, CA

Past

December 7, 2006 - February 26, 2007

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SAN JOSE, CA

Past

December 7, 2005 - January 3, 2006

ATLAS SECURITIES, LLC

CRD#: 20991

MOUNTAIN VIEW, CA

Past

October 4, 2005 - December 6, 2006

SILICON VALLEY SECURITIES, INC.

RIA

CRD#: 23696

SAN JOSE, CA

Past

May 9, 2005 - December 6, 2006

SILICON VALLEY SECURITIES, INC.

CRD#: 23696

SAN JOSE, CA

Past

November 6, 2001 - February 13, 2006

TAKE CHARGE FINANCIAL

CRD#: 16724

LOS GATOS, CA

Past

September 5, 1997 - October 23, 2001

BMA FINANCIAL SERVICES, INC.

CRD#: 7943

KANSAS CITY, MO

Past

March 4, 1994 - September 8, 1997

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TACTIVE ADVISORS, LLC

CRD#: 309311 / SEC#: 801-119680

RIA

Registered Investment Advisory firm - (10/23/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(5/25/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/26/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/3/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/23/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/3/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TACTIVE ADVISORS, LLC

CRD#: 309311 / SEC#: 801-119680

RIA

Registered Investment Advisory firm - (10/23/2020 Approved)

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Contact information

Main Address

1990 Main Street Suite 750, Sarasota, FL 34236

Mailing Address

Phone number

(855) 282-2848

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TACTIVE ADVISORS, LLC - ADV PART 2 (7/8/2025)

Regulatory assets under management

Total Number of Accounts	2,671
AUM (Assets Under Management)	$ 456,874,649

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Perry J. Clifton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Perry James Clifton's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVEONE WEALTH, LLC

SORRENTO PACIFIC FINANCIAL, LLC

PARTNERVEST ADVISORY SERVICES LLC

PARTNERVEST SECURITIES, INC.

SILICON VALLEY SECURITIES, INC.

SILICON VALLEY SECURITIES, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

ATLAS SECURITIES, LLC

SILICON VALLEY SECURITIES, INC.

SILICON VALLEY SECURITIES, INC.

TAKE CHARGE FINANCIAL

BMA FINANCIAL SERVICES, INC.

CETERA WEALTH SERVICES, LLC

Primary Firm SEC Registration

TACTIVE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/26/2003

Series 63

Date: 3/3/1994

SIE

Date: 10/1/2018

Series 7

Date: 8/23/2001

Series 6

Date: 3/3/1994

Current Firm

TACTIVE ADVISORS, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TACTIVE ADVISORS, LLC

TRUST BUT VERIFY

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