Regina Tate, financial advisor Aurora CO

Regina Tate

CRD Number: 6937672
Current Firm: Primerica Advisors

Regina Tate (CRD# 6937672) is an Investment Advisor Representative working at Primerica Advisors in Aurora, CO and has over 5 years of experience in the finance industry.

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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 8
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
Contact Info for Regina R. Tate
Phone Number: 833-786-0550
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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