Scott O'COnnell

Employer firm

Tactical Investment Advisors, LLC CRD 156179

$33.1M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 08/2017
  Metlife Securities Inc
  Charlotte, NC
• 03/2017 → 08/2017
  Mml Investors Services, Llc
  Charlotte, NC
• 08/2017 → Present
  Tactical Investment Advisors
  Cornelius, NC

Previous Registrations

• 2017-03-25 → 2017-08-17
  Mml Investors Services, Llc
  Charlotte, NC
• 2015-06-04 → 2017-03-25
  Msi Financial Services, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2015-03-12