Russell Tate is a registered investment advisor at Cetera Investment Advisers LLC, based in Hoover, AL, with 28 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2050 Parkway Office Circle, 4th Fl, Hoover, AL, 35244
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Russell owns 56% of WBT LLC, a rental property business managed by a third party, for which he receives $12,000 annually. He is also the executor of his mother's will and a volunteer coach, board member, and age group director for Oak Mountain Youth Baseball.
Employment History
Current Registrations
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Synovus Securities, INC.
Synovus Securities, INC.Broker
Southtrust Securities, LLCBroker
State Registrations16 states
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