Adrienne Cates
Adrienne Cates is a registered investment advisor at Raymond James & Associates, INC., based in Scottsdale, AZ, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
14850 N. Scottsdale Road, Suite 155, Scottsdale, AZ, 85254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adrienne is a passive general partner in We See You LLC and We See You Two LLC, which conduct online marketing of virtual reality and entertainment programs. She does not devote any time to these businesses.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Solium Financial Services LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
UBS Financial Services INC.Broker
Piper Jaffray & CO.Broker
State Registrations52 states
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