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AT

Adrian L. Tate

YOUR WEALTH CONSULTANTS LLC
Atlanta, GA 30328
Some features on this profile are disabled
CRD#: 5381037
AT

Professional summary

Adrian L Tate, who also goes by Adrian Lamont Tate, is a registered financial advisor currently at YOUR WEALTH CONSULTANTS LLC located in Atlanta, Georgia.

Adrian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Adrian has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Adrian Lamont Tate

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Rental properties...owner and manager...5hrs a week...not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adrian L Tate's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 2, 2021 - Present

YOUR WEALTH CONSULTANTS LLC

Office #1: 10 Glenlake Parkway Suite 130, Atlanta, GA 30328
RIA
CRD#: 310328
Atlanta, GA
Past

May 22, 2019 - December 11, 2020

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
ATLANTA, GA
Past

March 14, 2018 - December 11, 2020

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
ATLANTA, GA
Past

July 18, 2008 - November 25, 2009

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(2/2/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/30/2019
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/23/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/14/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/17/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

YW
YOUR WEALTH CONSULTANTS LLC
TATE FINANCIAL SERVICES LLC | YOUR WEALTH CONSULTANTS LLC | YOUR WEALTH CONSULTANTS | TRU BODY BAR INC.

CRD#: 310328 / SEC#:

Georgia
Registered Investment Advisory firm - (2/2/2021 Approved)
South Carolina
Registered Investment Advisory firm - (12/21/2023 Approved)
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Contact information

Main Address
10 Glenlake Parkway Suite 130, Atlanta, GA 30328
Mailing Address
Phone number
(404) 720-3196
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts59
AUM (Assets Under Management)$ 1,988,340

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

YOUR WEALTH CONSULTANTS LLC

CRD#: 310328Atlanta, GA 30328

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