Ben
Bates
Missionsquare Retirement
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About this Advisor
Ben Bates is a financial advisor operating in Phoenix, Arizona with 2 years of relevant experience. Bates is currently employed by Missionsquare Retirement. During their career, the advisor has held roles at Princor Financial Services Corporation, Nationwide Investment Services Corporation, Leafhouse Financial Advisors, LLC and Icma-Rc Services, LLC. Bates maintains Series 66 and Series 63 licenses, certifying them as a securities representative, and is approved to operate in Arizona. Missionsquare Retirement is an advisory firm based in Washington, DC. The firm has offices in nine locations and a total of 608 employees. It oversees $641 million in total assets among its one customer accounts, placing it among the bigger firms in the country by assets under management. The advisory firm performs a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees depend on which services the firm provides the client. Fees billed by Missionsquare Retirement typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Missionsquare Retirement Brokerage Details
$641,022,740
608
1
$641,022,740
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Ben Bates Work History
Ben has been registered as a financial advisor for 2 years.*
Icma-Rc Services, LLC
Leafhouse Financial Advisors, LLC
Nationwide Investment Services Corporation
Princor Financial Services Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ben Bates to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Missionsquare Retirement
Washington, DC
Elk Grove Village, IL
Washington, DC
Washington, DC
Washington, DC
Washington, DC
Washington, DC
Charlotte, NC
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