Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tate? Claim Your ProfileTate Peterson is a registered representative with Mariner Independent and has been in the industry since 2024. Tate Peterson is associated with Ideal Financial Advisors, LLC. Tate Peterson is licensed in California and has passed the Uniform Combined State Law Examination. Tate Peterson provides financial planning, portfolio management for individuals and businesses and selection of other advisors services. The firm manages more than $8 billion in assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
02/11/2025 - Present
Mariner Independent (Lafayette CA)
Active
Inactive
Not sure Tate Peterson is the right advisor for you? Invested Better is here to help.
