First Command District Advisor - Tate Young
2701 Cashwell Dr, Goldsboro, North Carolina 27534
(919) 751-8772
First Command District Advisor - Tate Young Business Information
- Name:
- First Command District Advisor - Tate Young
- Address:
- 2701 Cashwell Dr
- City:
- Goldsboro
- State:
- North Carolina, US
- Zip Code:
- 27534
- Telephone:
- (919) 751-8772
- Fax:
- (919) 751-6997
- Website URL:
- click here
- Facebook:
- https://www.facebook.com/100105761780650
- Twitter:
- @rtyoung_tate
- Categories:
- Financial Advisory Services
Financial Planning Consultants - Hours:
- M Closed, Tu-F 8am-5pm, Sa-Su Closed
- Services:
n/a - Products:
n/a - Brands:
n/a - Specialties:
- Comprehensive financial planning, Investment strategies, Retirement income planning, Education funding solutions, Asset allocation and management, Insurance solutions, Risk management
- Coordinates:
- 35.377089, -77.949106
- Accepted Payment:
- Contact:
- [email protected]
About First Command District Advisor - Tate Young
Richard "Tate" Young joined First Command Financial Services as a Financial Advisor in June 1994, following nine years of service in the United States Marine Corps. There, he attained the rank of Captain and served in the 1990-91 Persian Gulf War.
A graduate of the Virginia Military Institute with a Bachelor of Arts degree in History and a minor in International Relations, Tate holds Series 6, 63, 65 and 26 securities licenses plus life, health, fire and property and casualty insurance licenses in California. He is a Certified Financial Planner & Trade certificant, a member of the Financial Planning Association, and a member of GAMA International, an association dedicated to the professional development of members of the insurance and financial services industry.
As a First Command Financial Advisor, Tate is committed to helping his clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. Tate regularly hosts Lunch & Learn presentations at federal agencies, and he enjoys helping federal employees integrate their benefits into comprehensive financial plans to pursue their goals.
Married with two children, Tate is a member of the Oceanside Chamber of Commerce's Military Affairs Committee and the board of directors for the Fallbrook Pop Warner Youth Football League.
Photos & Pictures of First Command District Advisor - Tate Young (view all)
