Douglas Tate (CRD# 5996589) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Mandeville, LA and has over 12 years of experience in the finance industry.
CRD# 4945227
Second Line Capital, LLC
CRD# 5987927
Osaic Wealth, Inc.
CRD# 2798030
Wealthharbor Capital Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concurrent Investment Advisors, LLC | Mandeville, LA | Jan 2023 - Current | 1 |
| Purshe Kaplan Sterling Investments, Inc. | Mandeville, OR | Jan 2023 - Current | 1 |
| Benjamin F Edwards & Co | Mandaville, LA | Oct 2016 - Jan 2023 | 6 |
| Bank Of America, N.a. | Mandeville, LA | Jan 2012 - Oct 2016 | 4 |
| Merrill Lynch, Pierce, Fenner And Smith, Inc. | Mandeville, LA | Oct 2011 - Oct 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
- LA
- TX
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Total Assets Under Management6,257MILLIONS
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Total Number of Accounts18,097ACCOUNTS
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Average Account Value$345,746
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, IL, IN, KS, KY, LA, MD, ME, MI, MN, NC, NJ, NM, NV, NY, OK, OR, SC, TN, TX, VA, WA, WI
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