George Olveda, financial advisor Sacramento CA

George Olveda

CRD Number: 6098024
Current Firm: Tate Private Wealth Advisers

George Olveda (CRD# 6098024) is an Investment Advisor Representative working at Tate Private Wealth Advisers in Sacramento, CA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for George E. Olveda
Phone Number: 916-678-7674
Firm Website: http://tategrp.com/
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    233
    MILLIONS
  • Total Number of Accounts
    418
    ACCOUNTS
  • Average Account Value
    $558,065
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, NH

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