George
Bates
Bates Financial Advisors, Inc
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About this Advisor
George Bates is a financial advisor based in Rockford, Illinois, working with Bates Financial Advisors, Inc. George has previously held positions at Bates Enterprises, Bates Securities, Inc, Bates Financial Advisors, Inc, Bates Financial Group, Inc, Asg Holdings, LLC, and Global Proppant Supply LLC. George has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois, Texas, and Wisconsin. Currently, George is part of Bates Financial Advisors, Inc, which operates out of Rockford, Illinois. The firm has 9 employees and manages assets totaling $430.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Bates Financial Advisors, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bates Financial Advisors, Inc Brokerage Details
$430,401,703
9
1,764
$243,992
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
George Bates Work History
Bates Financial Advisors, Inc
Bates Securities, Inc
Bates Financial Group, Inc
Asg Holdings, LLC
Global Proppant Supply LLC
Bates Securities, Inc
Bates Financial Group, Inc
Bates Enterprises
Disclosures
Please visit the SEC profile of George 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 Bates Financial Advisors, Inc
Rockford, IL
Rockford, IL
Rockford, IL
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