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Edmund Ray Gifford JR.

Edmund R. Gifford

TACTIVE ADVISORS
Las Vegas, NV
Some features on this profile are disabled
CRD#: 4931581
Edmund Ray Gifford JR.

Professional summary

Edmund Ray Gifford JR., CFP®, who also goes by Eddie Gifford, Eddy Gifford, Edmund R Gifford, Edmund Ray Gifford Jr, Edmund Ray Gifford, Jr., is a registered financial advisor currently at TACTIVE ADVISORS, LLC located in Las Vegas, Nevada.

Edmund is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Edmund has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Eddie Gifford | Eddy Gifford | Edmund R Gifford | Edmund Ray Gifford Jr | Edmund Ray Gifford, Jr.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edmund Ray Gifford JR.'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®
CFP®

Certified Financial Planner

Start date: 2010

Experience

Current

November 17, 2021 - Present

TACTIVE ADVISORS, LLC

RIA
CRD#: 309311
Las Vegas, NV
Past

January 28, 2019 - December 3, 2021

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
LAS VEGAS, NV
Past

January 28, 2019 - December 3, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
LAS VEGAS, NV
Past

September 1, 2009 - January 28, 2019

USA FINANCIAL SECURITIES LLC

RIA
CRD#: 103857
Las Vegas, NV
Past

September 1, 2009 - January 28, 2019

USA FINANCIAL SECURITIES LLC

BD
CRD#: 103857
Las Vegas, NV
Past

February 18, 2009 - September 2, 2009

ALLEGIANT FINANCIAL ADVISORS, LLC

RIA
CRD#: 141047
MIAMI BEACH, FL
Past

September 25, 2007 - September 2, 2009

ALLEGIANT SECURITIES L.L.C.

BD
CRD#: 133912
MIAMI, FL
Past

January 5, 2006 - September 6, 2007

NYLIFE SECURITIES LLC

BD
CRD#: 5167
SAN DIEGO, 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".
TA
TACTIVE ADVISORS, LLC
LCM CAPITAL ADVISORS | TACTIVE WEALTH, INC | TACTIVE ADVISORS, LLC | TACTIVE | STRATEGY MARKETPLACE LLC | ROTH STREET FINANCIAL

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
Nevada
(12/3/2021)
IAR
Texas
(11/17/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/17/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/7/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/23/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/30/2005
Investment Company Products/Variable Contracts Representative Examination

Current Firm

TA
TACTIVE ADVISORS, LLC
LCM CAPITAL ADVISORS | TACTIVE WEALTH, INC | TACTIVE ADVISORS, LLC | TACTIVE | STRATEGY MARKETPLACE LLC | ROTH STREET FINANCIAL

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
14

SEC notice filing (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,671
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.

Company Information

TACTIVE ADVISORS, LLC

CRD#: 309311Las Vegas, NV

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