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Christopher Alan Tate

"tate Asset Management" AND "dco Wealth Management"

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About Christopher Alan Tate

Christopher Tate is a financial advisor with over 20 years of experience. Christopher is registered to provide investment advice in California and Texas. Christopher currently works for tate Asset Management and dco Wealth Management. Christopher has been with the firm since 2009. Christopher holds the Series 7 and Series 66 licenses and is a Certified Financial Planner. Christopher specializes in providing financial planning services to individuals and families. Christopher also provides portfolio management services for both individuals and families and selection of other advisers.

Firm Information

Christopher Tate is currently registered with "tate Asset Management" AND "dco Wealth Management". Tate Asset Management is an investment advisory firm located in Rancho Santa Fe, CA, and provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They also provide selection of other advisors services. The firm has 2 licensed agents, 5 investment advisor representatives, and manages over $274 million in assets.
"tate Asset Management" AND "dco Wealth Management"

5531 CANCHA DE GOLF

RANCHO SANTA FE, CA 92091

$274.13M

Assets Under Management

Not reported

Total Clients

5

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Tate’s Registration & Firm History

CA

10/16/2012 - Present

"tate Asset Management" AND "dco Wealth Management" (RANCHO SANTA FE CA)

CA

06/01/2009 - 08/12/2009

PURSHE KAPLAN STERLING INVESTMENTS (SAN DIEGO CA)

CA

07/28/1999 - 05/11/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 11/08/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/16/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Alan Tate.
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