Tate FeltonCRD Number: 7121514
Current Firm: Park Avenue Securities LLC
Tate Felton (CRD# 7121514) is an Investment Advisor Representative working at Park Avenue Securities LLC in Clive, IA and has 1 year of experience in the finance industry.
Thrivent Investment Management Inc.
Fsc Securities Corporation
Foster Group, Inc.
|Guardian Life Insurance Company||Clive, IA||May 2019 - Current||3|
|Park Avenue Securities||Clive, IA||May 2019 - Current||3|
|Johnny's Italian Steakhouse||Altoona, IA||Aug 2016 - Jul 2020||3|
|Albia Brewing Company||Albia, IA||Aug 2015 - Aug 2016||1|
|Hyvee||Centerville, IA||Jan 2015 - Aug 2015||< 1|
|Unemployed||N/a, IA||Jun 2010 - Jan 2015||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2020|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management10,625MILLIONS
Total Number of Accounts54,606ACCOUNTS
Average Account Value$194,582
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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