Sean Gates, financial advisor Alexandria VA
96 score

Sean Gates

CRD Number: 5320621
Current Firm: Motley Fool Wealth Management, LLC

Sean Gates (CRD# 5320621) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has over 8 years of experience in the finance industry. Sean Gates has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Jim David, financial advisor Alexandria VA
Jim David
CRD# 4092356
David Wealth Management, LLC
Score
108
Similar Advisors
Michael Treanor, financial advisor Alexandria VA
Michael A. Treanor
CRD# 5446267
Aegis Wealth Management LLC
Score
107
Similar Advisors
John Hensley, financial advisor Alexandria VA
John K. Hensley
CRD# 1316159
Palatine Advisors, Inc.
Score
106
Professional Designations
Company Name Location Dates Years
Motley Fool Financial Planning, LLC Alexandria, VA Feb 2014 - Current 2
Ameriprise Financial Services Inc. Colorado Springs, CO Dec 2010 - Feb 2014 3
School District Of Rhinelander Rhinelander, WI Jan 2010 - Dec 2010 < 1
Menards Rhinelander, WI Aug 2009 - Dec 2009 < 1
Farm House Organics Seattle, WA May 2009 - Aug 2009 < 1
Ameriprise Financial Services, Inc. Madison, WI Apr 2007 - Feb 2009 1
School Milwaukee, WI Apr 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2011
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Sean F. Gates
Phone Number: 844-408-4390
Registered State(s):
  • AL
  • MD
  • MT
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    836
    MILLIONS
  • Total Number of Accounts
    3,208
    ACCOUNTS
  • Average Account Value
    $260,599
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.