Kelly TateCRD Number: 5584473
Current Firm: Edward Jones
Kelly Tate (CRD# 5584473) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 8 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Edward Jones||St. Louis, MO||Aug 2008 - Current||9|
|National Heritage Enterprises/memorial Service Life Insurance Co||St. Louis, MO||Apr 2006 - Aug 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)