Richard
Dwyer

Tactive Advisors, LLC

CRD#1862581
Investment Advisor
in Crossville, TN

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About this Advisor

Richard Dwyer is a financial advisor based in Crossville, Tennessee, working with Tactive Advisors, LLC. Richard has previously held positions at Argallus Wealth Advisors, Inc, Voya Financial Advisors, Sgl Financial, LLC, Capital Management Services, Inc, Camarda Wealth Advisory Group, Argallus Financial Group Inc, and Strategy Marketplace LLC. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Florida, Illinois, Missouri, Ohio, Tennessee, Texas, and Washington. Currently, Richard is part of Tactive Advisors, LLC, which operates out of Crossville, Tennessee. The firm has 10 offices and 14 employees. The firm manages assets totaling $456.9 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Tactive Advisors, LLC is asset-based.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

Crossville, TN

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Tactive Advisors, LLC Brokerage Details

Total Assets Under Management

$456,874,649

TN Average: $1,855,561,029
Total Number of Employees

14

TN Average: 62
Total Number of Accounts

2,671

TN Average: 2,474
Average Account Size

$171,050

TN Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Richard Dwyer Work History

2021 - Present (4 years)

Capital Management Services, Inc

2021 - Present (4 years)

Strategy Marketplace LLC

2012 - Present (13 years)

Argallus Financial Group Inc

2021 - 2021 (< 1 year)

Camarda Wealth Advisory Group

2018 - 2021 (3 years)

Capital Management Services, Inc

2016 - 2018 (2 years)

Sgl Financial, LLC

2014 - 2016 (2 years)

Voya Financial Advisors

2012 - 2015 (3 years)

Argallus Wealth Advisors, Inc

Disclosures

Please visit the SEC profile of Richard Dwyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tactive Advisors, LLC

Paul Seto
Oceanside, CA
Joseph Gissy
Sarasota, FL
Giovanni Cuarez
Los Angeles, CA
Blaine Vose
Las Vegas, NV
Richard Dwyer
Crossville, TN
Edward Jaax
Sarasota, FL
Jon Lee
Sarasota, FL
Edmund Gifford
Las Vegas, NV

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