Stevan GatesCRD 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.
Commonwealth Financial Network
Uma Financial Services Inc.
|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|
Total Assets Under Management21,887MILLIONS
Total Number of Accounts154,747ACCOUNTS
Average Account Value$141,440
- 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)
- Publication of periodicals or newsletters
- 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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