LE
Lucas B. Elliott
TACTICAL CAPITAL LLC
Charlotte, NC
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CRD#: 7433348
LE
Professional summary
Lucas Brian Elliott is a registered financial advisor currently at TACTICAL CAPITAL LLC located in Charlotte, North Carolina.
Lucas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Lucas has worked at 1 firm and has passed the Series 65 exam.
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.
SAFEGUARD MEDICAL, NOT INVESTMENT RELATED, HARRISBURG, NC, MEDICAL DEVICE DESIGN AND MANUFACTURING, GLOBAL DIRECTOR - QUALITY ENGINEERING, START DATE: JULY 2020, 160 HOURS PER MONTH, 140 DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Lucas Brian Elliott's 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®
NoneExperience
Current
December 3, 2021 - Present
TACTICAL CAPITAL LLC
RIA
CRD#: 316576
Charlotte, NC
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
North Carolina(12/3/2021)
Current Firm
TC
TACTICAL CAPITAL LLC
TACTICAL CAPITAL LLC
CRD#: 316576 / SEC#:
North Carolina
Registered Investment Advisory firm - (12/3/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Charlotte, NC
Mailing Address
Phone number
(919) 491-7077
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 9 |
| AUM (Assets Under Management) | $ 1,253,524 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
