Tate Wealth Management, LLC
Tate Wealth Management, LLC (CRD# 138803) is a financial advisory firm headquartered in , . They manage $6,526,788 in 18 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Tate Wealth Management, LLC
By the Numbers
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Total Assets Under Management7MILLION
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Total Number of Accounts18ACCOUNTS
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Average Account Value$362,599
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, VA
Financial Advisors at Tate Wealth Management, LLC
1
James Tate (CRD# 2490422) is an Investment Advisor Representative working at Tate Wealth Management, LLC in Winston Salem, NC and has over 29 years of experience in the finance industry.
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