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Tate Lahey

13 Years of Experience
Redding, CA
Broker

Tate Lahey is a registered investment advisor, based in Redding, CA, with 13 years of industry experience.

Location

1405 North Vicitor Avenue, Suite C, Redding, CA, 96003

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2019 - Present · 7 yrs
Raymond James Financial Services, INC.Broker
September 2019 - Present · 7 yrs
Previous Registrations
Edward Jones
July 2012 - July 2019 · 7 yrs
Edward JonesBroker
April 2012 - July 2019 · 7 yrs 3 mos
State Registrations4 states
CANVORWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Tate Lahey - Financial Advisor | TrueAdvisor