Anna Tate, financial advisor Las Vegas NV
88 score

Anna Tate

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Las Vegas, NV Oct 2014 - Current 2
Charles Schwab Bank Las Vegas, NV Oct 2014 - Current 2
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
Contact Info for Anna A. Tate
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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