Anna TateCRD Number: 6292234
Current Firm: Charles Schwab & Company, Inc.
Anna Tate (CRD# 6292234) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Las Vegas, NV and has over 3 years of experience in the finance industry.
Kingsbridge Wealth Management, Inc.
The Investment Counsel Company
Hornor, Townsend & Kent, Inc.
|Charles Schwab & Company, Inc.||Las Vegas, NV||Oct 2014 - Current||3|
|Charles Schwab Bank||Las Vegas, NV||Oct 2014 - Current||3|
|Bank Of America, N.a.||Las Vegas, NV||Jul 2014 - Sep 2014||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Las Vegas, NV||Jan 2014 - Sep 2014||< 1|
|Bank Of America||San Diego, CA||Jul 2012 - Jan 2014||1|
|Padres LP||San Diego, CA||Jan 2010 - Jul 2012||2|
|San Diego State University||San Diego, CA||Aug 2007 - Dec 2011||4|
|Summer Vacation||San Jose, CA||Jun 2007 - Aug 2007||< 1|
|Leland High School||San Jose, CA||Aug 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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