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
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

NC, VA

Financial Advisors at Tate Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James F. Tate
CRD#: 2490422
Winston Salem, NC

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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