Sean GatesCRD 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.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Motley Fool Financial Planning, LLC||Alexandria, VA||Feb 2014 - Current||3|
|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|
Total Assets Under Management836MILLIONS
Total Number of Accounts3,208ACCOUNTS
Average Account Value$260,599
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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
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