John TateCRD Number: 6102577
Current Firm: Patriot Investment Management Group Inc.
John Tate (CRD# 6102577) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 5 years of experience in the finance industry.
Retirement Planning Services, LLC
Ubs Financial Services Inc.
Cw Securities, LLC
|Patriot Investment Management Group Inc.||Knoxville, TN||Jul 2012 - Current||5|
|Holston Conference||Alcoa, TN||Dec 2006 - Current||11|
|City Of Maryville||Maryville, TN||Jan 2000 - Nov 2006||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2012|
Total Assets Under Management645MILLIONS
Total Number of Accounts3,579ACCOUNTS
Average Account Value$180,193
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CO, FL, GA, IL, KY, LA, NC, NE, NH, NJ, NY, OH, SC, TN, TX, VA, WI