Momentum Independent Network
47yrs
Top advisor for experience in Colorado Springs
46yrs
Gary Chris Tate
Financial advisor at Raymond James & Associates
At a glance
Experience46 years (since 1980)
How that compares ?Top 1% for experience in Colorado
OfficeColorado Springs, CO
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2013 – nowRaymond James & Associates, Inc.Current firm
- 1996 – 2013Morgan Keegan & Company, LLCPreviously
Questions to ask Gary
Tailored to Gary’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About Gary
How do I contact Gary?
Call Raymond James & Associates at 727-567-1000 and ask for Gary Chris Tate. Gary works from the Colorado Springs, CO office.
How long has Gary been a financial advisor?
Gary has been in the industry since 1980, about 46 years. Top 1% for experience in Colorado.
What licenses does Gary hold?
Series 63. Tap any license on this page to see what it allows.
Is Gary a fiduciary?
Gary is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Gary paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Gary for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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