Bailee Tate (CRD# 7564980) is an Investment Advisor Representative working at North Capital in Salt Lake City, UT and has 1 year of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| North Capital Private Securities Corporation | Midvalde, UT | Apr 2022 - Current | 2 |
| Unemployed | Camano Island, WA | Dec 2021 - Apr 2022 | < 1 |
| Brigham Young University Idaho | Rexburg, ID | Jul 2021 - Dec 2021 | < 1 |
| Research And Business Development Center | Rexburg, ID | Apr 2021 - Jul 2021 | < 1 |
| Brigham Young University Idaho | Rexburg, ID | Jun 2019 - Apr 2021 | 1 |
| The Church Of Jesus Christ Of Latter-day Saints | Tucson, AZ | Jan 2018 - Jun 2019 | 1 |
| Unemployed | Camano Island, WA | Nov 2017 - Jan 2018 | < 1 |
| Petco Inc. | Mount Vernon, WA | Jun 2017 - Nov 2017 | < 1 |
| Brigham Young University Idaho | Rexburg, ID | Jun 2016 - Jun 2017 | 1 |
| Stanwood Highschool | Stanwood, WA | Sep 2015 - Jun 2016 | < 1 |
| Iga Inc. | Camano Island, WA | Jul 2015 - Sep 2015 | < 1 |
| Stanwood Highschool | Stanwood, WA | Sep 2012 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- UT
-
Total Assets Under Management261MILLIONS
-
Total Number of Accounts529ACCOUNTS
-
Average Account Value$493,282
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, GA, NY, TX, UT
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