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Cary Lee Tate

Country Capital Management Co.

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About Cary Lee Tate

Cary Lee Tate is a registered representative with Country Capital Management Co. in ORLAND PARK, IL. Cary has been in the financial industry since 1990. Cary holds Series 6, 63, 26 and SIE licenses. Cary is registered with the state of Illinois.

Firm Information

Cary Tate is currently registered with Country Capital Management Co.. Country Capital Management Co. is a corporation that was formed on August 4, 1965. The firm is registered with the SEC and in 30 states.

Not reported

Assets Under Management

Not reported

Total Clients

866

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Cary Tate’s Registration & Firm History

IL

01/25/1990 - Present

Country Capital Management Co. (ORLAND PARK IL)

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Licenses & Designations

IA

Issued 09/12/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/07/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cary Lee Tate.
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