Cates Fp, Cates Tax Advisory

Cates Fp, Cates Tax Advisory (CRD# 290650) is a financial advisory firm headquartered in , . They manage $25,860,665 in 215 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    215
    ACCOUNTS
  • Average Account Value
    $120,282
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Cates Fp, Cates Tax Advisory
Showing 1 - 1 of 1 top financial advisors.
1
Cary C. Cates
CRD#: 5761798
Gainesville, TX

Cary Cates (CRD# 5761798) is an Investment Advisor Representative working at Cates Fp, Cates Tax Advisory in Gainesville, TX and has over 13 years of experience in the finance industry.

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