Aaron Westrate (CRD# 4729681) is an Investment Advisor Representative working at Westrate Capital Management, Inc. in Signal Mountain, TN and has over 20 years of experience in the finance industry.
CRD# 4760390
Raymond James Financial Services Advisors, Inc.
CRD# 1382
Osaic Wealth, Inc.
CRD# 1155854
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Westrate Capital Management, Inc. | Signal Mountain, TN | Aug 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2004 |
- IL
- TN
- TX
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts104ACCOUNTS
-
Average Account Value$183,654
- 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
IL, TN, TX
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