Rodney L. Watkins
Investment adviser representative at Tactive Advisors, LLC
15 yearsExperience
1 stateRegistered in
$619MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Tactive Advisors, LLCApr 2025 to now
- Watkins and Associates Investment Services, LLCJun 2014 to now
- Watkins and Associates Financial ServicesAug 2011 to now
- Alfresco GroupDec 2016 to Jan 2025
- Southeast Investments, N.C. Inc.Feb 2012 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (OK).
Tactive Advisors, LLC
$619MAssets managed
1,568Clients
17Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3091936
- Firm CRD
- 309311