Edmund Ray Gifford
Investment adviser representative at Tactive Advisors, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$619MFirm assets
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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
17 years in the industry.
- Dynamic Wealth AdvisorsJul 2026 to now
- Tactive Advisors, LLCNov 2021 to now
- Gifford Planning Strategies, Strategy MarketplaceNov 2021 to now
- Strategy Marketplace LLCNov 2021 to now
- Raymond James Financial Services Advisors, Inc.Jan 2019 to now
- The Gifford Group, LLCJan 2019 to now
- Nevada Family Wealth, Raymond JamesJan 2019 to Nov 2021
- Gifford Planning Strategies, USA FinancialSep 2009 to Jan 2019
- USA Financial Securities Corp.Aug 2009 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
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
- 4931581
- Firm CRD
- 309311