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Turill Anthony Engelman

Investment adviser representative at Tactive Advisors, LLC
17 yearsYears since first job or exam
1 stateRegistered in
$619M
6 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

17 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Tactive Advisors, LLCMar 2026 to now
  2. Cetera Wealth Services, LLCJun 2025 to Feb 2026
  3. Tax & Financial GroupJun 2025 to Feb 2026
  4. Cetera Advisor Networks LLCMay 2025 to Feb 2026
  5. Cetera Investment AdvisorsMay 2025 to Feb 2026
  6. Turill FinancialJan 2025 to Mar 2026
  7. LPL Enterprise, LLCNov 2024 to May 2025
  8. Secure Investment ManagementNov 2024 to May 2025
  9. Pruco Securities, LLC.Sep 2024 to Nov 2024
  10. The Prudential Insurance Company of AmericaSep 2024 to Nov 2024
  11. QX FinancialFeb 2020 to Jun 2025
  12. HB Hits/Evolve HitsJun 2014 to Sep 2019
  13. Huntington Beach Union High School District (marina HS & HBHSSep 2009 to Sep 2017
  14. Bodies PerformanceAug 2009 to Jun 2025

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (CA).

Tactive Advisors, LLC

$619M
1,568Clients
17Advisers
6 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

6922637
309311
Advisor's SEC record (opens in a new tab)
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