Regina Tate (CRD# 6937672) is an Investment Advisor Representative working at Primerica Advisors in Aurora, CO and has over 6 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Catch A Star Academy | Aurora, CO | Dec 2023 - Current | < 1 |
Pfs Investments Inc. | Aurora, CO | Jun 2018 - Current | 6 |
Primerica Financial Services | Aurora, CO | Feb 2018 - Current | 6 |
Adams 12 Five Star Schools | Thornton, CO | Oct 2015 - Current | 9 |
Henry County Board Of Education | Mcdonough, GA | Jan 2013 - Dec 2015 | 2 |
Mabrata LLC | Mcdonough, GA | Aug 2007 - Jun 2015 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2018 |
S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- CO
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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