Scott O'connell

Tactical Investment Advisors, LLC

10 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness Owners

Tactical Investment Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

151 clients

Average Client Portfolio

$213K average

Assets Under Management

$32.1M

Fee Structure

Location

9820 Northcross Center Ct, 154, Huntersville, NC, 28078

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Tactical Investment Advisors, LLC

August 2017 - Present · 8 yrs 6 mos

Previous Registrations

MML Investors Services, LLC

March 2017 - August 2017 · 5 mos

MML Investors Services, LLCBroker

March 2017 - August 2017 · 5 mos

Msi Financial Services, INC.

June 2015 - March 2017 · 1 yr 9 mos

Msi Financial Services, INC.Broker

March 2015 - March 2017 · 2 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.