Courtney Tate
Associate, Operations @Wealth Partners Alliance
Dallas, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Mar 2024 — Present
Associate, Operations @Wealth Partners Alliance
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Dallas, TX, US
Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Concurrent Investment Advisors, LLC d/b/a Wealth Partners Alliance are not affiliated companies.
EDUCATION
N/A
Washington State University
Bachelor of Arts - BA, Apparel Merchandising
ABOUT COURTNEY TATE
Wealth Partners Alliance is an independent private wealth management firm founded by financial advisors and designed specifically to help advisors create a beneficial experience for their clients.
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