Al Tate, Jr., AAMS®, CMFC® is a Senior Vice President – Investments with Wells Fargo Advisors. He is both an Accredited Asset Management SpecialistSM and a Chartered Mutual Fund CounselorSM. In addition, Al also holds the Premier Advisor designation from Wells Fargo Advisors.
Al has over 30 years of experience in the industry, focusing on the analysis and selection of fixed income investments, mutual funds, asset allocation and conservative growth stocks for clients.
Al holds Series 7, 52, 63 and 65 securities registrations and is a 1980 graduate of Westfield State College with a Major in Economics and Business Administration. He lives in Barnstable with his wife, Nancy. In his leisure time, Al enjoys photography and his daily workouts.