Stevan Gates, financial advisor Midvale UT

Stevan Gates

CRD Number: 6594295
Current Firm: Securities America Advisors, Inc.

Stevan Gates (CRD# 6594295) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Midvale, UT and has over 3 years of experience in the finance industry.

Similar Advisors
Jaron Poulson, CFP®, financial advisor Midvale UT
Jaron H. Poulson, CFP®
CRD# 4277537
Commonwealth Financial Network
Similar Advisors
Trent Searle, financial advisor Midvale UT
Trent L. Searle
CRD# 4433677
Uma Financial Services Inc.
Company Name Location Dates Years
Securities America, Inc. Midvale, UT Jun 2017 - Current 2
Securities America Advisors Midvale, UT Jun 2017 - Current 2
Allegis Investment Advisors South Jordan, UT Jan 2016 - Jun 2017 1
Allegis Investment Services South Jordan, UT Jan 2016 - Jun 2017 1
Solar City Las Vegas, NV Feb 2015 - Dec 2015 < 1
Solar City Catsworth, CA Nov 2013 - Feb 2015 1
Vivint Solar Camarillo, CA Apr 2013 - Nov 2013 < 1
Fast Fill Systems Springville, UT May 2012 - Feb 2013 < 1
Student Provo, UT Apr 2011 - Apr 2012 1
Charitable Mission Chicago, IL Apr 2009 - Apr 2011 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2016
S63 Uniform Securities State Law Examination Dec 2016
Contact Info for Stevan D. Gates
Phone Number: 402-399-9111
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    21,887
    MILLIONS
  • Total Number of Accounts
    154,747
    ACCOUNTS
  • Average Account Value
    $141,440
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.