Rodney L. Watkins Jr.
Investment Adviser Representative at Tactive Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Rodney L. Watkins is an investment adviser representative with Tactive Advisors, LLC in Sarasota, FL, where they have been registered since 2025. They have worked in the securities industry since 1998 and have been registered with 7 firms, including Watkins and Associates Investment Services, LLC and Southeast Investments, N.c., Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Oklahoma.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Oklahoma
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Southeast Investments, N.c. Inc.Feb 2012 – Jul 2017Charlotte, NC
- Watkins AND Associates Financial ServicesAug 2011 – no end date reportedTulsa, OK
- Watkins AND Associates Investment Services, LLCJun 2014 – no end date reportedTulsa, OK
- Alfresco GroupDec 2016 – Jan 2025Tulsa, OK
- Tactive Advisors, LLCApr 2025 – no end date reportedSarasota, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Tactive Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Custom tactical investment strategies, risk assessment tools, multi-strategist models, crypto and traditional asset blending, and access to dedicated wealth advisors who can customize financial plans based on individual goals.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 18
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Sarasota, FL
- SEC file number:
- 801-119680
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 4, 2026
View full firm profileOther advisors at Tactive Advisors, LLC
Showing 12 of 18 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rodney L. Watkins Jr. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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