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
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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 30 years of experience in the finance industry.
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